May 30, 2023May 31, 2023Economic Insights, Passive Income Beware of Recency Bias Business owners, investors, and operators/sponsors in real estate and passive real estate are all having the same problem right now. I call…
May 23, 2023May 23, 2023Economic Insights, Real Estate Investing Learn How to Read Market Conditions I’m just coming back from a real estate conference for a good friend of mine here in Richmond, Virginia and I wanted to share…
May 9, 2023May 9, 2023Economic Insights, Passive Income Take What the Market Gives You Many investors chase yield, looking for the investment that they think can get them the highest rate of return in passive income. Based on…
March 21, 2023March 21, 2023Economic Insights, Financial Planning Resources How to Invest in the Current Market I am often asked, “David, what should I do about my investments right now?” (Note: I am not a financial advisor, but I can give some basic guidelines…
March 14, 2023March 14, 2023Economic Insights, Financial Planning Resources Warren Buffett’s Secret: Creating Your Inflection Point to Wealth, TIME, and Security 99% of Warren Buffettt’s total net worth (Approximately $81.5 Billion of his $84.5 Billion) occurred after the age of 65. After the age of 65 – when…
January 24, 2023February 24, 2023Create Freedom, Economic Insights How Young Investors Can Thrive In This Market I remember when I was in my twenties and thirties, I was just starting a family and getting out of dental school. I was starting a practice…
December 27, 2022February 24, 2023Economic Insights The Road to Disinflation In the last year and a half, the Federal Reserve has been fighting hard against the high inflationary costs that we’ve seen coming out of…
December 6, 2022February 24, 2023Create Freedom, Economic Insights Financial Market Misery: The Rules of the Game are Changing Doctors are looking for an alternative path to preserve/maintain their freedom and give them the time and flexibility that they’ve worked…
November 22, 2022November 22, 2022Economic Insights, Wealth Creation Don’t Follow the Stampede Whenever you see a stampede, you need to stop, get out of the way and run the opposite direction. Don’t follow the stampede, don’t follow…
November 15, 2022November 16, 2022Economic Insights, Financial Planning Resources How to Hedge Against Volatile Markets There is a lot of talk out there today about what’s happening in the economy and the markets. People are concerned. We’re seeing rising…