Names like Vanderbilt and Rockefeller cause many people to think of the vast fortunes both patriarchs amassed during their lifetimes. To the average American family, that wealth represents freedom for future generations. The value of…
Author: jestin
High equity valuations resulting in declining stock prices, high inflation, and low bond yields. This puts advisors in a predicament if they are simply using a traditional stock/bond portfolio for their clients; take on more…
In a recent capital market outlook, Merrill Lynch said "Real assets and Alternative Investments, for qualified investors, continue to look like attractive options to help mitigate rolling volatility and escalating geopolitical tensions." They go on…
Tesla stock has rocketed to the moon (maybe even Mars) over the past 5 years. The real question is, what is driving this stock price? It can't simply be electric vehicle production, because both Ford…
In a recent article in Fortune, J.P. Morgan said "they now see digital assets and hedge funds as it's preferred alternative asset classes, with real estate being moved to the sidelines as mortgage rates soar." So,…
As we transition to Memorial Day weekend, here in America, we honor the fallen men and women that have made this country the land of the free and home of the brave. I still also…
It seems that all anyone can talk about as of late is the Russia/Ukraine war, and certainly we pray for all those families caught in the middle. We know that Russia controls a substantial amount…
I recently read a book put out by the Historic Automobile Group International titled "Better than Gold: Investing in Historic Cars". They are European based so the book had to be shipped over from England,…
This infographic put together by Visual Capitalist was too good not to share; it features great content and information regarding royalty companies and how they create value for investors.
After sitting down with a pretty astute investor the other day, he asked how exactly royalty companies worked and how they made money. It made me realize that most people have not been exposed to…
The greatest conductor of electricity known to man is now being compared to oil as a commodity needed to power the world in its transition to green energy/zero carbon emission. While this might seem out…
The year was full of economic and political turbulence, but what does it mean for investors moving forward? Let's take a look at the significant moments month by month followed by a hypothesis and strategy…
When the average investor thinks about precious metals, they likely envision gold and silver bars locked away in a vault somewhere. While the precious metals themselves can be a good store of value over the…
When you play the game of Monopoly, everyone knows (for the most part) that you want to invest your money in income producing assets that generate more money for you, while also causing the other…
Inflation threatens both your purchasing power and long term wealth accumulation. What if your net worth is tied up in your business or your 401(k) and other retirement accounts, but you want to be sure…