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Specializing in providing financial advice for tech professionals

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Investing 3.0

What the Creators of Index Funds Discovered and How to Profit From It

To most of us, the financial world can feel like a massive Tower of Babel, with thousands of people speaking languages we can’t understand, selling products we don’t know how to evaluate, with motives we can’t quite discern. In this ever-shifting world of global finance, where information, time, and money seem to move at faster and faster speeds, even smart, financially savvy investors can get a little dazed and confused.

I wrote this book to help you rise above the babble to become a more successful investor. If you’re tired of being dazed and confused, susceptible to those who would profit at your expense, you can turn your experience right-side up and feel like the financial world is truly working for you.

Family Financial Leadership Scorecard

Do You Have a Lifetime Financial Plan?

You’ve spent years working hard to build your wealth and practice financial leadership. But to be a successful financial leader, you need a comprehensive Lifetime Financial Plan.

Our Family Financial Leadership Scorecard will help you evaluate your current financial situation and let you know if it’s time to schedule a financial review. It will help you determine if:

  • Your financial plan is current and comprehensive
  • Your tax planning is effective
  • Your estate plan is meaningful
  • Your professional advisors are serving you well
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Lifetime 2019 Third Quarter Market Review

World capital market performance and a timeline of events for the past quarter.

Third Quarter 2019. This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets.

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Lifetime 2019 Second Quarter Market Review

World capital market performance and a timeline of events for the past quarter.

Second Quarter 2019. This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets.

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Lifetime 2019 First Quarter Market Review

World capital market performance and a timeline of events for the past quarter.

First Quarter 2019. This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets.

Lifetime 2018 Annual Market Review

This report features world capital market performance for the past year.

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The Legacy Trap

by Rick Raybin and Eric Von Berg

In this white paper, Eric and Rick discuss the challenges successful entrepreneurs face when trying to leave a legacy, the consequences if estate planning and succession issues are ignored, and the ways successful families have addressed these challenges.

The Investment Answer

by Gordon Murray and Dan Goldie

Lifetime Capital Group’s founder, Rick Raybin, has personally known Gordon Murray since graduate school. Mr. Murray provided the inspiration and the vision that guided Rick’s career to help families build financial security. The Investment Answer clearly and simply explains the fundamentals of investing that every investor should know in order to protect their wealth.

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