Question & Answer Videos

Question: What is happening with the election and voter fraud?

The bottom line: The mainstream media today is garbage. They report “news” based solely on hype in order to sell advertising. Making investment decisions based off of the media’s biased opinions is a huge mistake. Our firm spends a lot of time and...

Question: Are You Making Emotional Investment Decisions?

Fee-only Fiduciaries are the only people you should entrust your money to! Being an emotional investor is never a good idea and making emotional decisions with your portfolio WILL wreak havoc on your returns. When you invest… Know what works and DO what works!...

Question: Should I Own Energy/Oil Stocks?

Owning energy or oil stocks is never a good option and using the argument that a particular oil stock such as Exxon/Mobile is down 50% as a reason to buy it is a terrible idea. Remember: Just because a stock is down 50% or more, that doesn’t mean it will be a...

Question: Are Equity Index Annuities Good for Your Portfolio?

Are Equity Index Annuities really a good investment strategy for your retirement portfolio??? Simple… NO! They contain layers and layers of high expenses and surrender penalties that can last up to 10-12 years and ultimately rob your portfolio returns…...

Question: Are High-Yielding Stocks or Investments Good for Your Portfolio?

High-yielding stocks and/or investments are never a good idea for an investor. Chasing a high-yielding dividend stream is a bad bet to make. Those dividends can be cut or those companies can go out of business. Over concentrations, chasing yields, and not doing real...

Question: How should I be invested with the upcoming election?

As always, oil stocks are not good investments, stay away! Remember: buying stocks that have no catalyst for sales is never a good investment decision. As usual, stay away from Europe and the emerging markets, they are in bad shape and will be that way for quite a...

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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