From about 2010-2016, I spent most days scouring the markets for asset bargains and then used those “found” bargains to construct portfolios for retirees or pre-retirees. What follows are some of the key insights I gained during that period as a bond trader and portfolio manager.
A formula for not chasing after market returns…
When thinking about your investment experience, what can you control? We’ll talk about that today…
I want to discuss 3 reasons or at least theories I have regarding these market highs which might suggest some action on your part as to how to react.
Today we cover a subject that nearly everyone is interested in and that is getting rich. And more specifically, how that process happens. I provide the “Cliff Notes” version of the actual mechanism on how wealth is generated.
In the parable of the two business executives, I reveal 3 strategies to maximize wealth with employer benefits.
As an industry insider and one that has a concern for those that consume financial services, there are things you should know before working with a financial planner/advisor/professional. This episode will teach you what you need to know.
Discover the power behind compound interest!
Some of the more popular questions about personal finance that I’ve seen.
After this episode, you should be able to use this information to get a pulse on your financial health…
You leave a job and you have money in a 401(k) what should you do with it?
Podcast Details: Podcast Title: The Importance of an Estate Plan: “Transferring Your Wealth and Wishes” Podcast Series: Financial Literacy Boot Camp Video and illustrations available on our YouTube channel here. Questions/Issues We’ll Address on this Episode: In today’s episode we continue the series we started about various case studies that I’ve come across and […]
Podcast Details: Podcast Title: The Retirement Solution: “Finding What You Love to Do” Podcast Series: Financial Literacy Boot Camp Video and illustrations available on our YouTube channel here. Questions/Issues We’ll Address on this Episode: In today’s episode and maybe for the next couple weeks, I want to highlight some key takeaways from a few […]
Marques Ogden and I discuss the tools needed by young athletes to effectively transition from the gridiron to the boardroom!
Now that you’ve read the somewhat salacious title of this article, the real question becomes “is there any truth to it”? A second question might be similarly, “what’s the catch”? Well, I hate to disappoint you but there is no catch and it is possible to create a tax-free income stream for life. But how? It is done with an asset that has been around for literally ages—bonds.