Portfolio Strategy & Risk
Learn how to evaluate portfolio returns, diversification, volatility, risk, and opportunity cost. These resources help investors look beyond averages and coordinate investments with liquidity, cash flow, protection, and long-term objectives.
The default wealth-building playbook goes like this: buy something low, hope it’s worth more someday, then sell to capture the gain. That’s the appreciation model, and it can work. But it’s not the only path, and for a lot of business owners and high-income professionals, it’s not the most reliable one either. The Money Advantage…
The Moment “Confident” Sounds Like “Certain” A few weeks ago, we found ourselves talking about how quickly AI is moving. It’s not just that it can answer questions fast—it’s that it can sound certain while doing it. And when you’re staring at a big money decision—debt, investing, taxes, retirement—certainty feels like relief. It feels like…
Bruce said something on the show that stuck with me because it’s so honest: Everyone thinks they’re an aggressive investor… until they lose money. And it’s true. Most people don’t even realize the biggest financial planning mistakes they’re making until the moment something “unexpected” happens: a market drop, a job change, a medical curveball, an…
Have you ever been told not to put all your eggs in one basket? If you’ve been in the financial world for any amount of time, whether through your 401(k) or investing in the stock market, you’ve likely heard this advice. Investing diversification has long been hailed as a tried-and-true strategy for mitigating risk, ensuring…
Is the age of short-term rentals over? If you ask Marilynn Taylor, who coaches investors on successful short-term rental investments, the answer is a resounding no. All it takes is a true understanding of the market and the customer who is seeking a short-term rental. In this insightful conversation with Marilynn, we learn how her…
It is time to discover wealth across borders. Have you ever wondered what it’s like to invest internationally, live as an expat, or find a balance between work and play while enjoying life abroad? In a fascinating episode of our podcast, we sat down with Michael Cobb, a renowned figure in residential resort development and…
Are you looking for good investment opportunities to put your capital to work? Have you considered franchising as an opportunity for business ownership without starting a company from scratch? Today, we’re talking with Jon Ostenson, a top 1% Franchise Consultant, former Inc. 500 Franchise President and Multi-Brand Franchisee, and author of “Non-Food Franchising.” So if…
Want to get billionaire investing strategies and learn how to model the successful few? If you want to know how to invest like a billionaire, you’ll want to pay attention to our guest Richard Wilson. Today, we’re talking with Richard Wilson, CEO and Founder of the Family Office Club. Richard has helped create and formalize 100+…
Are you on track for financial freedom? If you don’t know the answer to this question, you’re not alone. Most people think the answer is how much more they have left before the house is paid off, how much left on the student loans, the balance of their retirement fund, the stock market’s performance, the Federal…
We like to ask our audience, what is your biggest challenge with building wealth, and we receive so many insightful questions. Today, we’re answering a question from Matt about how to create a balanced wealth portfolio. So if you want to make sure you’re thinking through all the pieces of your financial plan and doing…
The Money Advantage
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