For some, there is an innate desire to get rich quickly, and there is a constant searching and appetite for the tips and tricks to make this happen.

Normally, I write an article and then gather a few of my colleagues to discuss the article over a podcast we produce weekly.

For many savers/investors, their residence makes up a significant portion of their balance sheet, which means that this is a crucial planning topic to discuss.

Investors face an investing landscape that has evolved from the world of stocks, bonds, and cash to an ecosystem where you can now invest in anything and everything.

Stocks and bonds behave differently, and their uniqueness allows you to assess which puzzle piece – stocks or real estate – will fit best for the hole you are trying to fill in your portfolio.

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Always remember, the expectations you have for your “returns” bucket are very different than that of your “reserves” bucket.  One bucket is stable and accessible, while the other has the potential to drive significant returns – if you confuse your expectations here, you are sure to be disappointed.   

A Billion Dollars & A Billion Miles   What do Elon Musk, Jeff Bezos, and Richard Branson have in common? They are founders and entrepreneurs; they …