Investment Strategy

Mark Cuban’s Best and Worst Investment Advice

In a Q&A session on Reddit, Mark Cuban provided what may be his best investment advice and his worst in the same session. Mark Cuban’s...

There’s Always a Way Forward for Americans Like YOU

How did you learn how to make money? In reviewing a package of financial documents with a prospective client last week, he included his...

Do You Remember When NASDAQ Dropped by 82%?

If you’re not a client of mine, and know someone that’s loaded with tech stocks, help them take a look at the overlap in...

For You, I Want Generational Wealth as Big as Yellowstone

Do you remember how much you paid for your first home? Pretty amazing how things have turned out, don't you think? If you bought...

A FAST Way to Lose SLOW Money

You read in these pages (read here, here, here, here, and here for starters) how you can end up paying twice for investments. The...

Survival Guy Greetings from Key West at Sunset

Your Survival Guy is just getting by down here in beautiful Key West. This sunset pic above is from high above Louie’s Backyard last...

Be a Shepherd. You’ll Be Happier. Greed Kills

I was talking with a client yesterday. He emailed me earlier in the afternoon. The subject line read “New Customer.” His neighbor recently retired. She...

How Can You Make Money in Your Sleep? Read on…

"Are you calling to tell me you bought a Treasury yielding five percent?" my client asked. "I wish," I responded. "I remember when they were yielding...

Richard C. Young Helped ME Get Re-Centered

I had a great talk yesterday with a prospective client who is ready to come aboard. He's a successful entrepreneur and triathlete coach. He...

What if You Don’t Have to Cut the Cord to Pay Less?

When you look at your monthly statement, do you feel like you have a good handle on what’s going on? You punch in an...