Articles

Is It Time to Take a Bite out of Bitcoin?

Bitcoin peaked at nearly $20,000 in December 2017. With a drop just below $6,000, many confirmed and gloated about the bubble that formed. From the beginning, our position has been this is a long-term trend and…

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Give yourself a raise!

I had an interesting discussion the other day with a client.  She was not happy with her job or her daily routine. She was also complaining that she was underpaid at work. We suggested she take income…

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Audible – the need for speed

I was recently talking to a gentleman that is looking to do a startup after being employed for a number of years. He is wanting to shift in another direction and in doing so has recognized…

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The CASHFLOW Quadrant

This book is legendary. The book that actually put Robert Kiyosaki on the map was Rich Dad Poor Dad, but the book that has had the most tangible impact for me as an entrepreneur is Rich…

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The Automatic Customer

If you know me, chances are you know about this book. It is, in my opinion, one of the top 5 books all entrepreneurs must read. Why is it in my top 5? Let me tell…

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AIRBNB and it’s AIRDNA

Last week we introduced you to AIRBNB and some things to consider if you are looking at whether or not it might be the right fit for you in your wealth management strategy. If you think…

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Stepping into AIRBNB

I knew when I was talking to my Mom one day as we were planning some family vacation and she said “Oh, we can just book a home on AIRBNB,” so nonchalantly, that AIRBNB was a…

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Bridge Building

Traditional financial advisors will normally help people by focusing on the end of a person’s life. They want to make sure that the individual will not run out of money before they die, and to do…

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Keeping my mouth shut, unless …

“No one cares how much you know until they know how much you care.”  We’ve all heard this phrase before and as a younger man, I just brushed it off as cliche but the older I…

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Funerals

Recently, a good friend of mine lost his father and it made me think about how important life is. It brought me back to an article I read about how important “the dash” is in your…

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Hurry Sickness

When I heard this term for the first time, I pretty much knew I had it. So, what is hurry sickness? By definition, hurry sickness is “a behavior pattern characterized by continual rushing and anxiousness; an…

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The Art of Neighboring

Recently, I heard a sermon at church that left me more than just a little convicted. It was entitled “The Art of Neighboring” and it highlighted the biblical truths about welcoming your neighbors and being a…

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