No-Stock Portfolio

Asset Classes

• Asset-Backed Notes
• Asset-Based LTC
• Fixed Indexed Annuities
• Gold
• Real Estate Notes
• Rentals
• Life Settlement Contracts
• Tax Liens
• Commodities

Information About the Stock Market

• When are stocks a good fit?
• Do I have to get out of stocks?
• Who Wins the Stock Game?
• Dividend Reinvestment Plans
• Consistency of returns
• Averages Aren’t Your Friend
• The Real 1%: How Traders Impact Markets

Retirement Savings Plans

• Self-Directed IRAs
• LLC in an IRA ?
• Use to fund a Business
• Professional or Business Owner > age 50
• Business Owner/Executive Compensation
• Permissible IRA Assets
• UBTI

Videos

• Why Consider Alternatives?
• What’s Wrong with Traditional Choices?
• Alternative Assets Model Portfolio
• Combining Alternatives and Traditional Investment

Problem/ Solution

• Too Much Market Risk
• Scared of Downturns
• Low Interest Rates
• Not Enough Income

Model Portfolio

• Overview
• Asset-Backed Notes
• Rentals
• Fixed Indexed Annuities
• Life Settlement Contracts
• Asset-Based LTC

White Papers

• Investing in Distressed Assets
• 21st Century Investing Challenges
• Diversification

Crowd Funding

• What is Crowd Funding?
• Two kinds of deals
• Crowd Funding Pitfalls

Blog

• Return Expectations
• Tax Law Changes
• Bitcoin
• If I Only Knew…
• What’s Falling Now?

FAQs

Old Blogs(2010-2014)

Contact