Question & Answer Videos

Question: Are there “Special” Trusts that protect assets?

In Our Opinion: Don’t be fooled by law firms trying to sell you on a “Special” Trust. Remember: hiding assets to avoid paying for someone going into a nursing home is ILLEGAL. Florida statutes don’t allow irrevocable trusts for trustees You...

Question: Will Personal Bias Impact Your Investments?

In Our Opinion: • Market Volatility is normal and has been fairly subdued over the last 12-15 months. • Your personal bias should NEVER be a part of your investment strategy. • Hardcore research & fact-based investing is the only way to go. • Buying annuities as...

Question: Should I Invest in China?

In Our Opinion: • Our firm is not invested in China. • The Chinese stock market is down 25-30% YTD. • It’s best to avoid buying Chinese stocks at this time. • China is substantially cracking down on companies and breaking up monopolies • Compared to the US...

Question: Should I Be Buying Gold?

In Our Opinion: • Our firm hasn’t owned gold in a long time. • The current YTD return on gold is negative. • The 5-year return on gold has been lousy! • Oil is a better inflation hedge. • Don’t believe those crazy TV commercials or fliers claiming gold...

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...

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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