Question & Answer Videos

Question: Will we have a Market Correction?

In Our Opinion: • There are parts of the equity market that are overvalued but not the majority. • Looking at any asset category, there are always pockets of over and under valuation. • Hype from the mainstream media causes a lot of investors to make poor investment...

Patience and Discipline are Key when Investing

In Our Opinion: Discipline and Patience are incredibly important when you manage money. Most individual investors have neither which can be detrimental to their financial security and portfolio. Investment advertisements on the internet are just sales propaganda and...

Question: Should I be Investing in Bitcoin?

In Our Opinion: • Speculation trades like Bitcoin are RISKY! • Our firm is not a big believer in any cryptocurrency. • There is no real valuation, just people chasing the investments and driving up the cost. • A more viable option?… Look at the underlying...

Question: Is the Bond Market a Smart Investment Decision?

In Our Opinion: Bottom line…. The Bond market is grossly overvalued! These Wall Street firms, banks, and insurance companies use age-based allocation to oversaturate investor portfolios; don’t buy into it! Bond exposure in your portfolio should change...

Don’t make your Investment Decisions off Internet Advertisements and Crazy Newsletters.

In Our Opinion: Real investment research is a must when making investment decisions. Especially if it is based off of “articles” that you find on mainstream media outlets. News outlets pass these off as legitimate articles but they are nothing more than...

Question: Are Cryptocurrencies like Bitcoin a Solid Investment?

Cryptocurrencies like Bitcoin are speculative investments. Any investment that can gain or lose 80% of its value year-over-year is purely speculation. Our firm DOES NOT get involved with those types of investments! Keep in mind; Bitcoin is not the only cryptocurrency....

Real Financial Advice. Real Money Management. 100% of the Time.

We work with investors who have $1,000,000 of investment assets and greater. 
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