Newsletters2018-09-21T07:35:50+00:00

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Peer to Peer Lending – The Investor’s View

Financial innovation has opened a new and more efficient avenue to connect investors with borrowers. One of the technologies evolving since the mid 2000's has been the Peer to Peer (P2P) marketplace. Since their inception a decade ago they have grown from $0 to $54 Billion.

“Safe” Investments Often Lead to “Real” Losses – The Story of the T-Bill

When studying finance in preparation for the Series 65 exam there was an emphasis on specific investment objectives. The "safest" investment objective was "Preservation of Capital" and its primary goal was to prevent loss.  Preservation of capital investments include Treasury Bills (T-Bill), certificates of deposit (CD), savings accounts, and money [...]

Buy Smart, The Mental Purchasing Model in 7 Steps

This year has been full of firsts.  It was the first year we started as a family of 5, first time we moved cross country and into a new home together, first time we lived through a hurricane, and first time we re-modeled our home.  With these firsts came forth [...]

The Rescue and Seven Things We Learned from the Flood

As Hurricane Harvey began to move East so did the waters gathered in the reservoirs North and West of our home.  After 4 days of torrential downpour the hurricane had moved on.  The sun was shining.  Then we fl......

Sitting on an Island within Hurricane Harvey

As the kids go down for a nap and the waters begin to stabilize I gather some of our thoughts over the last couple days, and the days to come. I learned of what was soon to become Hurricane Harvey from a co-worker last Tuesday, 7 days ago.  This consisted [...]