Question & Answer Videos

Is Oil Still a Good Investment?

In Our Opinion: Investors tend to show interest in a specific investment AFTER it’s made a substantial move upward. Our firm did not like oil as an investment at all prior to Biden being elected. We added oil into our portfolio after the election when the...

Quality Over Junk

In Our Opinion: The investment landscape is always moving, changing, and evolving. Research and understanding what drives portfolio growth is paramount for a serious investor. Example: Think about what makes a particular company grow and how that would impact the...

Question: When is it Time to Change Financial Advisors?

In Our Opinion: Our firm hears this all the time: “We should’ve come to you sooner.” Procrastination will not fix the problems with your portfolio. Sitting on investments that aren’t working WILL NOT fix the problem. Not doing proper daily...

Question: Will Inflation and Higher Taxes Push us into a Recession?

In Our Opinion: COVID isn’t going away and there are already 30 variants of the virus. We just have to learn to live with it and move forward. Having a strategy and investing when the right opportunity arises is key. Our firm is fully invested in the right key...

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...

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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