Alternative Investments
Evaluate alternative investments through cash flow, liquidity, control, and risk. Explore private investments, accredited-investor opportunities, precious metals, digital assets, and other strategies outside traditional public-market portfolios.
Imagine waking up one day to find that everything around you—groceries, gas, housing—costs significantly more than it did yesterday. Your savings, your income, and everything you’ve worked hard to build are suddenly worth less in terms of purchasing power. This is the harsh reality of inflation, a silent wealth destroyer that erodes the value of…
Let me start with a story that highlights the problem with financial planning today. A colleague of mine works diligently as a financial advisor, and he schedules days to meet with employees about their 401(k)s. He’s prepared to offer invaluable advice, set up one-on-one meetings, and answer pressing questions. Yet, out of 50 employees, only…
Are you feeling the rise in prices and wondering what the long-term effects will be on your financial goals? When inflation eats away at the value of your dollars, how do you protect from inflation? What are your options for a level-headed approach to getting your money to do the most today and in the…
Are you frustrated with the volatility, fee structure, and abstract nature of most investments? Do you feel that you’ve outgrown the status quo investing strategy and want to play a bigger game with your investing? Have you heard of alternative investments, but don’t know where to get started? Do you need investments that are built…
Have you considered investing offshore, or even becoming an expat and living abroad? Today, we’re talking with Mikkel Thorup, of The Escape Artist, about how to have more travel, freedom, and control. So if you want to travel and live overseas, invest internationally, shrink taxes and grow your wealth, tune in now! In this episode,…
Do you have money in a retirement account that you wish you could use to invest in real estate? Today, we’re talking about self-directed accounts and investment strategies, with Edwin Kelly, the CEO of Specialized Trust Company. So, if you want to know how to best use qualified plan money to help you reach…
In this fascinating interview with Paul Moore, we discussed opportunities for investors to build generational wealth through commercial multifamily investing. Unfortunately, there are high barriers to entry into this investment sector. New investors to this space may lack the capital requirements, loan qualifications, and experience needed to gain a seat at the table. Through real…
The Money Advantage
Ready to take control of your money?
Book a free strategy call and see how these strategies fit your family or business.
Book a Strategy Call →