For the last year, every week I sent out a “weekly wealth widget” every Friday. Last week, I wrote an article about speculation and asymmetric bets. It was a good article and I was waiting to see your responses on Friday morning. But then…something happened. It didn’t come out! Of course, my immediate response was to curse at […]
I am a list Nazi. I’ve got a list and I stick to my list. If I lose my list, I’m screwed. That’s why I back up my list! My list is my brain. You see, I am not inherently organized. I don’t always know what goes next. However, when I see it on paper, […]
I grew up in an upper middle class neighborhood. That is a very ambiguous description, however, as there is significant variation in wealth even within this broad demographic description. That is to say, if the typical household makes $150k/year, that’s considered by most to be upper middle class. Yet people who are making mid-six figures […]
The stock market has been a bit volatile lately hasn’t it? That’s what I’m reading anyway. After all, it matters very little to me how the stock market is doing. When it comes to my CORE investments, I am not a speculator. In fact, for most of my investments, I have learned from the ultra-wealthy […]
In the 18th century, Mayer Rothschild established a banking empire that today is estimated to be worth over $2 Trillion. How did he do it? Well, part of it was because of his religion. You see, Mayer was a Jew in Europe at a time when the Christian Church forbade charging interest in all instances. […]
It was love at first sight! Your thoughts were consumed. You were obsessed. And for the first few years it was exciting and rewarding. It seemed like this relationship would last forever. Then, slowly over time…it just wasn’t what it used to be anymore. The relationship became work. You tried hard to resurrect things—to bring […]
The Wealthiest Investors in the world have a favorite kind of investment. Now I’m not talking about a specific asset class necessarily. I’m talking about an investment strategy. You see, everyone loves high percentage return on investment. But you have to be a little careful here. If I say I got a deal for you— […]
According to the SEC, you are an accredited investor if your annual income exceeds $200,000/year ($300,000 if filing jointly) OR you have a net worth of greater than $1 million excluding your personal residence.
If you meet these criteria, congratulations! Check the box and someone will reach out to you within 24 hours to set up a follow up phone call.