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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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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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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Alternative Investing, Investing, Real Estate, Retirement, Wealth Management

October 26, 2018

5 Reasons to Drop Everything & Learn About Alternative Investing!

Traditional investing – stocks, bonds, Wall Street… who’s really in control of all this and who is benefiting...

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Alternative Investing, Finance, Investing, Wealth Education

October 19, 2018

Can You Recognize These Seven Conventional Wisdom Myths?

Last week I told you all about my good friend Buck Joffrey and his program, “Your Roadmap to...

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Alternative Investing, Employee of the Month, Investing

October 5, 2018

Employee of the Month: Shannon Deckard

Ah, my favorite post of the month: showcasing an amazing employee! It’s time again to brag on my exceptional team....

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Alternative Investing, Investing, Investment

June 1, 2018

Where Do I Even Start? Your Journey with Alternative Investing

“Where DO I start with alternative investing?” It’s a common question I get more often than I can...

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Alternative Investing, Asset and Portfolio Management, Investing, social impact

May 18, 2018

Leaving a Legacy by Investing Abroad

So many of our investors want to do well by doing good things at the same time. That...

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Alternative Investing, Asset and Portfolio Management, Investing

May 11, 2018

How to Keep Your Money From Slipping Away

Here’s a little history trivia fact for you: In 1873, the U.S. government, under the administration of Ulysses...

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