Kicking and Screaming
For many people, creating a to-do list or setting some short term goals is routine. From my experiences, eventually the to-do list is completed or the goals are achieved. At this point in time, I have now entered a period of uncertainty… maybe even a bit lost. It is either because I haven’t yet created my […]
Havoc In The Middle East And Prices At The Pump
I recently spoke with a good friend of mine and energy maven, Chris Edmonds, founder of Enerecap Partners, a boutique energy research and investment firm. I often like to address the price of oil and how it impacts you and me as consumers at the pump. Even though school starts again on Monday, it’s still […]
Your Money in an Uber Economy
Don’t expect things to slow down. At least not right now. We are now in an Uber Economy – an economic evolution that is solving massive consumer inefficiencies to create entirely new spending categories. This is how our U.S. economy will continue to grow. Taking inefficient industries like cabs, home based lodging, food delivery, personal […]
Income Investing – Cut Through Clutter
Israeli troops are in Gaza, ISIL is storming through the Middle East, oil prices are volatile, you should have to take out a life insurance policy to fly Malaysian Airlines, and stocks are at all time highs. All told, it’s a scary time to be an investor. As an investment advisor, I’m constantly answering the […]
The Tech Opportunity
A large cap company is one that has a total market capitalization of $10 billion or more. A blue chip company is a well-established and financially sound company that best weathers adverse times in the marketplace. A large cap company is not necessarily a blue chip company. I tend to liken blue chips to seasoned corporate […]
Finding a Short-Term Rental During Home Renovations
Have you ever seen the film “The Money Pit”? It’s a movie from 1986 starring Tom Hanks and Shelley Long. They buy a $1 million distressed sale mansion that is on the market for $200k. What happens next is what you’d expect — a comedy of errors about all of the home renovations that need […]
Top Tools for Income Investing to Use On Your Own
We know that we’re part of a generation of DIY (do-it-yourself) investors who want to make decisions on their own and only utilize the services of an advisor when they have questions or need support. Many Americans want to be in charge of their money. With that in mind, we’ve released a special short […]
What’s the UBER Economy?
Last week in my column about Airbnb, I coined a new phase: Uber Economy. The Uber Economy is an economic evolution that we as consumers are experiencing as we speak. In simple terms, it’s about solving massive consumer inefficiencies to create entirely new spending categorizes. Consider this: Uber is known as everyone’s private driver. There’s an […]
2nd Quarter 2014 ReCap
Closing Out 2Q 2014 Economic Activity Economic data improved during the second quarter after a weather-dampened Q1. – Confidence saw mixed results with all the readings this quarter. The mixed readings seem to suggest a semi-nervous investor. The Good: The Conference Board’s sentiment reading continued to advance. The Boring: The Bloomberg consumer comfort reading saw a […]
Lodging In The New Uber Economy
I was listening to one of my favorite morning radio talk show hosts this past week, and the subject inevitably turned to the World Cup. What was interesting was that he wasn’t talking about soccer, but instead about how packed the hotels are down there currently. Apparently, it’s just about impossible to find a room, […]
