Steps to Investing without Regret

Posted by lifetime
On September 10, 2020

When investors became aware that the Corona virus could impact US markets, they dashed for the exits. Between February 19 and March 23, just 33 days, the S&P 500 and the NASDAQ plummeted 34% and 30%, respectively. With the economy shut down while millions sheltered in place, the prevailing questions were “how low would they […]

Real Estate Investing During the Pandemic and After

Posted by lifetime
On June 26, 2020

Since the spread of Covid-19, I’ve frequently referred to Warren Buffet’s quote “Only when the tide goes out do you discover who’s been swimming naked”. Based on my experience working with the largest US pension funds during my tenure as CFO at RREEF, I believe that there are so many unsound real estate offerings being promoted […]

Start Your Retirement Business Now!

Posted by lifetime
On June 11, 2020

Live the Life You Want Daunting as the current environment may be, time is too fleeting to allow it to delay you from taking the steps you need to live the life you want. For those who want to start their own business, history shows that it’s not only possible to start a great new […]

KISS Your Way to Investment Success

Posted by lifetime
On May 22, 2020

As the Shelter-in-place order is lifted, many begin to focus beyond immediate survival and wonder what impact social distancing and other adjustments to COVID-19 will have on the way we live and the way we work. Thinking more broadly, we wonder how it will affect the economy and, by extension, our investments. During a call […]

Successful Investing Is Only a Matter of Time

Posted by lifetime
On April 30, 2020

“Only when the tide goes out do you discover who’s been swimming naked” is a quote attributed to Warren Buffett. In it, he quickly captures your attention – and mine. It’s surely not the way any well-respected money manager or financial advisor wants to be seen. Yet, as we’ve seen in recent headlines, some have […]

A Coronavirus Round-Up Report

Posted by lifetime
On March 31, 2020

Do you remember that saying about March coming in like a lion and out like a lamb? Unfortunately, the coronavirus is highly unlikely to dissipate that quickly. Still, the sentiment reminds us how bear markets are like winter showers nurturing spring flowers. For every ferocious bear we’ve historically encountered, an uplifting bull has eventually followed. […]

Going Up and Down

Posted by lifetime
On March 21, 2020

“It’s different this time” is a phrase that’s been used so often that, as prophesied in Aesop’s Fable “The Boy Who Cried Wolf“, you can’t use it now to attract attention, even though you may really need to. But while COVID 19 is a mortal threat to many, we are already learning how to adapt […]

What Will Surprise Us Next?

Posted by lifetime
On March 17, 2020

There is a drip, drip, drip of surprises that has been fueling the rapid decline of stock values. These surprises are causing fear and worry, even among those who have invested wisely. If you have these same feelings, the rest of this article was written for you. First of all, we are witnessing a series […]

Time to Buy?

Posted by lifetime
On March 11, 2020

The news that the New York Stock Exchange had halted trading after the Dow Jones Industrial Average had dropped 2,000 points in the first 15 minutes of trading. 2 hours later the Dow had recovered by almost 800 points. After a day of ups and downs, the market closed down, lower than when trading had […]

9 Things To Do Right Now While Markets Are Tanking

Posted by lifetime
On March 5, 2020

In case you haven’t noticed, scary days have arrived, thanks to the concern over how coronavirus might impact our global economy. When we first sat down to write this message, the market was recovering from a 900 point drop during its early trading and headlines reported the biggest weekly stock market losses since 2008. Yesterday, […]

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