Is It Time to Take a Bite out of Bitcoin?

Bitcoin peaked at nearly $20,000 in December 2017. With a drop just below $6,000, many confirmed and gloated about the bubble that formed. From the beginning, our position has been this is a long-term trend and like the internet age of the 90’s, there are many parallels. Now that the price has washed out, there […]

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Give yourself a raise!

I had an interesting discussion the other day with a client.  She was not happy with her job or her daily routine. She was also complaining that she was underpaid at work. We suggested she take income from an investment account to give herself a raise, but her immediate response was “I don’t want to pay […]

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Audible – the need for speed

I was recently talking to a gentleman that is looking to do a startup after being employed for a number of years. He is wanting to shift in another direction and in doing so has recognized how much he needs to be “reading and really educating myself on everything from mindset to leadership to business.” […]

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The CASHFLOW Quadrant

This book is legendary. The book that actually put Robert Kiyosaki on the map was Rich Dad Poor Dad, but the book that has had the most tangible impact for me as an entrepreneur is Rich Dad’s CASHFLOW Quadrant: Rich Dad’s Guide to Financial Freedom. It is a top 5 mandatory read. In CASHFLOW Quadrant, […]

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The Automatic Customer

If you know me, chances are you know about this book. It is, in my opinion, one of the top 5 books all entrepreneurs must read. Why is it in my top 5? Let me tell you. Theme of the Book The Automatic Customer is a book by John Warrillow. John owned a consulting business […]

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AIRBNB and it’s AIRDNA

Last week we introduced you to AIRBNB and some things to consider if you are looking at whether or not it might be the right fit for you in your wealth management strategy. If you think AIRBNB is for you and you want more information on its DNA, then our topic this week is right […]

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Stepping into AIRBNB

I knew when I was talking to my Mom one day as we were planning some family vacation and she said “Oh, we can just book a home on AIRBNB,” so nonchalantly, that AIRBNB was a much bigger deal than I had realized. Then, a few weeks later, a friend and mentor of mine took […]

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Bridge Building

Traditional financial advisors will normally help people by focusing on the end of a person’s life. They want to make sure that the individual will not run out of money before they die, and to do this they keep moving the goal earlier and earlier until they get to this magical number where they can […]

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Keeping my mouth shut, unless …

“No one cares how much you know until they know how much you care.”  We’ve all heard this phrase before and as a younger man, I just brushed it off as cliche but the older I get, the more I believe it.  What is it about this phrase that rings so true? Because no one […]

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Funerals

Recently, a good friend of mine lost his father and it made me think about how important life is. It brought me back to an article I read about how important “the dash” is in your life. The dash is the dash used on your tombstone between the year you were born and the year […]

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