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The Good, Bad & Ugly Of AI In Real Estate And Finance

Friday, July 28

In spite of the Fed’s bullishness on the economy and bank health, Bank of America reports it is bracing for a $52B loss in pre-tax net income. What does this say about the state of the markets, and what investors should be doing now? The Banks Are Less Optimistic Than The Fed Despite the big hea...


Evaluating Investment Opportunities: Strategy Versus Tactics

Friday, June 30

It’s become even more important to pay attention to what you are investing in. During the recent bull run years you could make just about every mistake in the book, still make money, and look like a genius. That may not be the case anymore. Crypto and banks have already been crashing. Many local...


Finding The High Ground: Preserving Wealth In Changing Times

Tuesday, June 20

Many may be feeling like we are in uncertain and fast changing times. In some senses we may be. In other ways, markets and the economy are performing as predictably as ever. Great wealth has been created over the past decade. No matter how much you have been able to earn, save, and invest, you d...


The 3 Trends Dominating The Market This Season

Tuesday, May 30

We are in what’s traditionally known as the peak mover and home buyer season of the year. So, what factors are influencing the market the most? What does it mean for investors? Banks In Distress The most obvious big headline is the new banking crisis. We are being told that everything is well und...


Impact Investing: What Does It Really Mean To Have An Impact?

Tuesday, May 16

There is more and more talk about and interest in having an ‘impact’ when it comes to investing and building businesses. It can certainly be a noble goal. So, what does it really mean to have an impact, or to make an impact investment? Everyone would like to have a positive impact in some way. ...


The Banks Are Failing Again, And It’s Going To Be Okay

Tuesday, May 02

Banks are falling like dominoes again. It’s the truth. While a great front is being put on in the media to assure the public not to panic or withdraw all their money from the banks, many more are likely to go bankrupt soon. It will be okay. You don’t have to lose money. You just have to stay sma...