Uncategorized

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! […]
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 […]
August 6, 2019

Women and finance: Staying involved

In 1809, Mary Kies became the first American woman to hold a U.S. patent in her own name for her original way to weave straw with silk.    In 1825, Rebecca Lukens became the first female CEO of an industrial company in the United States, and was inducted into the National Business Hall of Fame in 1994.    In 1839, Mississippi passed the Married Women’s Property Act, which gradually strengthened women’s claims to ownership and financial independence.    Just think, this was all before women were even allowed to vote!    Women have been more than involved in business and […]
September 7, 2016

Growing Your Money

August 31, 2016

Funding a College Education

August 9, 2016

Second Opinion Service with TRUE

When was the last time you set out to create a financial plan or heaven forbid, a comprehensive wealth management plan focused on your retirement? How many pages were created to help you to better analyze your picture of retirement? 75, 100, even 200 pages. I don’t know about you, but that many pages doesn’t get many people excited about retirement planning! In fact, if you are like most people, 93%1 don’t have a written financial plan anyway! Usually because of one of two reasons, everything changes, so why plan in so much detail; or the task seems too daunting, […]