Insurance

October 17, 2019

Cash Flow Is King

Let’s say the USA could convince each billionaire in the world to give every penny of their wealth to the US Treasury. How long do you think we could run the US Government based on the Fiscal Year 2020 Budget? I had to do the math. According to Forbes’ 33rd Annual World’s Billionaires Issue, there are 2,153 billionaires in the world. In total, they have a combined worth of $8.7 trillion dollars(1). The US Federal Budget for 2020 is $4.74 trillion. (2) $8.7 trillion divided by $4.74 trillion translates that we could only run the United States for 22 months! […]
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October 10, 2019

Considering Cannabis

We’ve been watching the cannabis marketplace for quite some time. We’ve been reading articles, studying newsletters, and looking for investment opportunities. Many of you have asked why we aren’t in the space already. To be frank, we thought the evaluations were too sky high over the last year. However, there’s been an aggressive decline in global cannabis stocks during that time, as well*. This drop in stock price may be a great entry point, but the cannabis marketplace is full of a number of risks not faced by most stocks and ETFs we typically invest. Today, the federal government still […]
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August 2, 2016

Whole Life Insurance – It Just Plain Sucks

Yes, I said it. Whole Life Insurance Just Plain Sucks! My Mom always told me to never use that word.  That it’s not proper or nice to use.  And I agree, unless something really does suck.  And whole life fits the bill. From my seat as a Certified Financial Planner™ practitioner, many people have brought in their whole life statements over the years.  Typically they were sold their whole life policy by a college buddy that was just getting started and they wanted to help them out.  Others are successful business owners that needed some form of insurance and they were […]
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