Understanding and Navigating the Market Cycles
We just held our 2023 June Member Event. Our events are an opportunity for our community to come together to share collective genius…
Category: Economic Insights
How do current economic conditions affect your business, family and future retirement plans? Discover more here.
Your Financial Future May be at Risk
The need to trust AND verify promises and facts. That is one significant need I see in the investing marketplace as well as in the…
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…
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…
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…
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…
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…
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…
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…
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…
