Average Vs. Actual

Posted September 13, 2013 by admin

How many times have you heard a financial planner say “on average the market returns 8% annually.”  What does that really mean and More »

Becoming Your Own Banker: The Creation of Wealth

Posted August 13, 2013 by admin

Becoming successful, and profitable at “Becoming Your Own Banker” might seem to be difficult to master and, at the same time, it is More »

Becoming Your Own Banker: Learn Where to Store Your Money

Posted August 6, 2013 by admin

As a financial advisor, I have seen how marketing has conditioned the vast majority of Americans to store their money in banks. However, More »

The Problem with the American Banking Process

Posted July 24, 2013 by admin

Do you remember learning about the water cycle back in grade school? You remember—there is one big pool of water for everyone on More »

The Retirement Trap: Private Wealth Management & 401k Alternatives

Posted June 26, 2013 by admin

It has always been a bit confusing for me when I listen to our government leaders talk about how they have passed a More »

Private Wealth Management Strategies: Buying a Car

Posted June 19, 2013 by admin

Roughly thirty years ago, we started a new experiment in qualified plans, such as 401k and IRA. Now that the time is nearing More »
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