Category: Finance
Personal Finance, social impact
February 10, 2020
Matters of The Heart … Health
To get in the spirit of Valentine’s Day, I want to speak about heart health. The other week...
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Alternative Investing, Investing
February 3, 2020
The When and How of Delivering Bad News to Investors
We’ve all heard horror stories of investment opportunities turning bad. Managers withheld important news and information from the...
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Financial Planning
December 13, 2019
End-of-Life Financial and Estate Planning
End-of-life financial planning is not the easiest conversation to have. It can be even more complicated when multiple...
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Alternative Investing, Finance
September 13, 2019
Private vs Traditional Lending: How to Choose
Not only do we love to promote alternative investing, but we are also passionate about wealth education. Today...
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Finance, Investing
August 16, 2019
What Is Silently Stealing Your Money?
The inspiration for this blog comes from Randy and Jana Hubbs of Global Summit Management. They made a...
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Personal Finance
June 28, 2019
The True Measure of Wealth
Two weeks ago we talked about the Power of Positive Self-Talk. We asked you to think about how...
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Asset and Portfolio Management, Finance, Investing
March 29, 2019
Why You Should Diversify Your Investment Portfolio
If you can’t tell by now, I think it’s a good idea to invest in multiple asset classes,...
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Finance, Small Business Owners
February 22, 2019
Guest Blogger Nancy Gaines: Productivity Tips for Small Business Owners
I’ve been listening to the Nancy Gaines Show podcast. In fact I was recently interviewed on her show,...
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Alternative Investing, Investing, Real Estate
December 21, 2018
Real Estate: The I.D.E.A.L. Investment
Hey there! Munchkin and Ozzie, here. We’re Ross and Mary’s pups! Dad let us take over the blog...
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Alternative Investing, Investing, Investment Opportunities, Real Estate
December 14, 2018
Seven Questions to Ask A Deal Syndicator
Last week I attended an exciting meeting in San Diego hosted by CrowdfundingLawyers.net, a boutique law firm specializing...
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