Why Alternatives?
I’m expecting lower than average returns for the US stock and bond markets over the next five to seven years. With my concerns in mind, I have added Alternatives (“Alts”) to client investment portfolios.
I’m expecting lower than average returns for the US stock and bond markets over the next five to seven years. With my concerns in mind, I have added Alternatives (“Alts”) to client investment portfolios.
Credit cards are a problem for many. When used wisely, they have some great benefits. I'm guessing you know about many (but not all!) of the potential benefits.
The best chess players today are not grandmasters or chess-playing computers, they are human players who can most wisely use multiple chess programs ("cyborg" players). This same concept applies to the world of financial advice.
As the 2017 tax deadline approaches, I’ve been setting my sights on tax planning opportunities for 2018 and beyond. Everyone should be running tax projections for 2018. Waiting to see how things shake out for the year could lead to some big surprises next April.
The stock and bond markets are always looking ahead. Unfortunately, we are terrible at predicting the future – especially in the financial world – and the talking heads on TV are no better.
Investing in the bond market is especially tough right now. Click to watch a quick video that explains how the dynamics are different and how MILE Wealth is protecting client portfolios against likely interest rate increases.
I have fond memories of my elementary school days of receiving cards and candy on every February 14th. But how many of us knew then, or know now, the history of Valentine’s Day? Or how big Valentine’s Day business really is? Let’s explore.
The Dow Jones Industrial Average closed down 1,175 points today and the media is jumping all over the news. Let's put today's drop in context.
One of my personal rules of investing… don’t bet against Warren Buffett. In late 2007, Buffett entered into a $1 million bet that the S&P 500 index would outperform a portfolio of funds of hedge funds. What lessons can be learned?
Over the last year, the Wilsons have added a new family hobby – escape rooms. These rooms are one of my favorite things that we do as a family. I've realized there are a bunch of parallels between them and what I do as a financial advisor. This is probably the reason I’m so hooked.
After my Uber driver bragged that he had just bought $1,000 of Bitcoin, I decided I should share some of my thoughts about digital currencies as an investment opportunity.
There are more than 20 articles on the internet that list items that are worth paying up for. Do these lists agree?