The Secret That All Millionaires Know

What are your options when the stock market takes a dive and the interest rate on all of the “safe” investments is next-to-nothing? You don’t want to panic, but leaving all of your cash in equities and “riding out” the coming storm is not the smartest thing to do. IfContinue Reading

Best Investment

The big question that is brought up time and time again in discussion with clients is “What is the best investment?” In essence, everyone wants to know what investment has the least amount of risk but the highest return. They want something that they can guarantee. So what is theContinue Reading

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We tend to do everything we can to maintain good credit. We pay our bills on time, limit the number of credit cards we take out, and even pay for credit-monitoring services just to make sure we’re protected. A credit score above 750 is often seen as the gold standardContinue Reading

Investing Emotionally

We all have an emotional and a rational side of thinking. Investing emotionally can be dangerous. Most often, however, we think that rational side will be able to control the emotional side. Though, take a minute to decide if that’s really the case.  There’s a  great metaphor that encapsulates this ideaContinue Reading

Jar with label and money on the table.

The prospect of being able to fund the costs of your children’s college education can feel daunting. Particularly if your children want to go to a private four-year university directly out of high school, you are probably wondering how you’ll afford a $50,000+ annual tuition bill and all of theContinue Reading

Successful Investing Takes Effort

I talk to a lot of people, and get to see what financial decisions they make. Why they did this, why did they do that, and what their failures are, among other things. Unfortunately, a huge number of people make decisions based on a process that comes down to anContinue Reading

Leave a Legacy

I want to spend a little time on the idea behind the “Legacy” stage of the Perpetual Wealth Strategy. That’s something that’s somewhat hard to talk about because Legacy applies to so many different aspects of life. The most obvious role of the Legacy stage is to ensure that youContinue Reading

Education cost and high school fees as a graduation hat shaped as a hot air balloon being lifted up by the flames of the  burning of money as a metaphor for financial money stress.

Let’s face it: The cost of a college education is quickly spiraling out of control. Whether you’re still paying back your own college loans or facing the prospect of helping your children pay for theirs, there is no escape from the essentialness of college – or from the huge priceContinue Reading

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