A Strategy Focused on “Total Return”…Finally!

Medical Sales Wealth Guide

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.

The Retirement Solution: “Finding What You Love to Do”

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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 […]

Create Tax Free Income for Life with Municipal Bonds

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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.

FLBC 033: All You Ever Wanted To Know About Municipal Bonds

FINANCIAL LITERACY BOOT CAMP (itunes)

Podcast Details: Podcast Title:  All You Ever Wanted To Know About Municipal Bonds Podcast Series: Financial Literacy Boot Camp Video and illustrations available on our YouTube channel here. ***LISTENER BONUS**** To receive a complimentary review of your bond portfolio or see bond portfolio samples, click here!   Questions/Issues We’ll Address on this Episode: -What are […]

FLBC 030: Financial Trends for 2017 & Beyond

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Podcast Details: Podcast Title:  Financial Trends for 2017 & Beyond Podcast Series: Financial Literacy Boot Camp Video and illustrations available on our YouTube channel here.   Questions/Issues We’ll Address on this Episode: I  cover trends in investing, fintech, and regulation investors should be aware of. Helpful Links: Link to FinTech Summary article Link to DOL […]

FLBC 029: Is the Market for Creating or Maintaining Wealth?

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Podcast Details: Podcast Title:  Is the Market for Creating or Maintaining Wealth? Podcast Series: Financial Literacy Boot Camp Video and illustrations available on our YouTube channel here.   Questions/Issues We’ll Address on this Episode: Discussion around why the primary purpose of the market may be to preserve and not create wealth. Helpful Links: Previous post […]

FLBC 028: The New President and Policy Implication

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If you disregarded or questioned his influence, just follow him on Twitter. His latest set of tweets had Ford re-thinking their decision to outsource jobs to Mexico and instead consider Michigan. What do the next four or eight years hold for us? Time will tell, but it can be fun to speculate…

FLBC 026: The Fundamentals of Investing

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Podcast Details: Podcast Title:  The Fundamentals of Investing Podcast Series: Financial Literacy Boot Camp Full Illustrations available on YouTube Version here.   Questions/Issues We’ll Address on this Episode: 1) Review of 2016 Investment Performances 2) What is an asset class? How big are they? Which should l choose? 3) How to track your portfolio if […]