One of the best decisions you can make to secure a better future for your family is to set up a family trust. What is a family trust? A family trust is a legally binding document that covers an individual’s assets throughout their lifetime and specifies the terms of disbursement after they pass X. Family trusts can best be understood in contrast to a Read More
Insights
Podcasts, Blogs and Musings
Today we wanted to share some of our favorite financial resources! Financial Samurai A witty blog that details the ins and outs of early retirement, living in high priced markets, obtaining geographical investment arbitrage in middle America and the true cost of raising a family today. Simon Black Sovereign Man This one is for Read More
How to Keep Wealth for Generations
If you’re like most Americans, one of the objectives of being wealthy is so that your family can be taken care of for generations. Unfortunately, many amass great wealth only to have it decimated one or two generations later. Thankfully, there is a model which can be followed to prevent such tragedy—the Rockefeller Method. For context, John Rockefeller Read More
Reg A+: Tier 1 and Tier 2
The Securities Act of 1933 In 1929, the worst economic downturn in modern history, known as The Great Depression, began. Though there is not one, specific cause, overconfidence from the booming 1920s led everyone--from millionaires to janitors--to buy in on the market. Ordinary people bought stock on easily obtained credit they were unable to pay back. Read More
The Case for Liquidity
I love a good heckler. Hecklers force you to have well-thought out rationale for your actions and suggestions. That’s because they often pose good arguments. I’m a fan of free speech and debate for improved clarify and strategy. Here’s the question: Are physical assets a burden or a benefit? In truth they are both. Physical assets can be a Read More
Simple Solutions for the Housing Crisis
For many millennials, the affordable housing crisis has existed for the entirety of their adulthood. Despite this crisis being a prominent topic in political discourse, there doesn’t seem to be any improvements. Far too many low-income Americans are paying 70 percent or more of their incomes for housing, while rents continue to rise and construction of Read More
The Rockefeller Method to Building Wealth
Do you know how to build a legacy that will last 6 generations? It’s a tall order to even attempt it. We all have heard stories of the spendthrift heir that blows all their inheritance and dies penniless. Well, John D. Rockefeller wanted to make sure that didn’t happen to his heirs. Mr. Rockefeller wasn’t just an oil magnate who Read More
2019 Annual Real Estate Report
As we move into a changing economic environment we must focus on diversification into other markets where cost of acquisition is lower but job growth and wage growth is still strong. Ideally, we are looking for markets where the cost of new construction is higher than existing housing stock and the macro market shows good economic growth. National data as Read More
The Workforce Housing Crisis We Don’t Speak Explicitly About
It’s common knowledge that we’re going through housing crises in many American urban centers. Nearly half of all renters can’t afford rent and over half a million Americans are homeless on any given night X. While most of the discourse on the housing crisis tends to focus on affordable and low-income housing, workforce housing, which is a nuanced category Read More
The Rise of Socially-conscious Crowdfunding
The Jumpstart Our Business (JOBS) Act of 2012 introduced equity crowdfunding to the investment space, allowing small businesses and small investors to raise capital and build wealth. Crowdfunding is a new opportunity for non-accredited investors to give capital and receive various returns (like equity, merchandise, or early access) from a company. Read More