Blog Archives

Beefing up Your Investment Portfolio’s Tactical Side in the Coronavirus Era

The Coronavirus outbreak has turned out to be more than just a Black Swan – it’s a totally random Black Piano from the sky that takes the Black Swan by complete surprise, landing on the poor bird. The global pandemic has penetrated nearly every element of society, totally upending healthcare,

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5 Building Blocks for Your Investment Portfolio

The difference between well-built and poorly designed buildings can be strikingly drastic.

Take for example, I.M. Pei, the Chinese-American architect, who is a legend in his profession and has won many prestigious awards, including the Pritzker Prize. Among all the illustrious structures he’s designed, the Rock and Roll Hall of Fame in Cleveland,

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Your Investment Portfolio’s Foundation: Where Should it Be Built?

A good investment plan today is better than a perfect plan tomorrow. Unfortunately, most people don’t have either. What about you?

Building a healthy portfolio with sustainable and satisfactory performance doesn’t happen by accident. It takes planning and having the proper framework.

Phase 1
The process of assembling and managing your investments is comparable to the construction of a building.

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Portfolio Report Card: A $408,303 Retirement Account Stuck in First Gear

World-class investment portfolios deliberately minimize taxes and investment costs. Likewise, a well-built portfolio is handcrafted to perfectly match the unique investor personality of the individual.

Since May, I’ve already executed Portfolio Report Cards on $10.6 million in investments and too many investors are still coming up short.

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