Warren Buffet talks about being greedy when others are fearful. I think it’s fair to say that there is a great deal of fear in the financial system right now with interest rates climbing as quickly as they are. Eventually, this will lead to distress in all financial markets. The stock market is already down—especially […]

As we get closer to the end of the year, I know a number of you are trying to figure out how to deploy capital. We will have some opportunities that are not real estate oriented.  I also believe that it is a surprisingly good time to consider various life insurance strategies that we have […]

What makes for a highly successful entrepreneur or investor? It is the appetite for calculated risk. As Bruce Arians, coach of the Tampa Bay Buccaneers famously says, “No risk it, no biscuit”. In entrepreneurship this might be more obvious. You probably know entrepreneurs who took risks by leaving their day job and pursuing a business […]

The last 15 years have been a game of chicken between the Federal Reserve and the financial markets. Think about the old movies where the kids would speed in their cars towards each other until someone decided to quickly turn out of the way and avoid collision and certain death. Similarly, the financial markets and […]

If you made it out to our event last weekend I want to thank your for taking the time to prioritize our meetup. And if you were there, I’m guessing you were not disappointed. We had a few familiar faces in the morning talking about taxes and asset protection and some great presentations around asset […]

Boring is Good when it comes to investing. I’ve started hearing others echo that sentiment lately. I’m not sure if I had something to do with it but I’m glad that message is spreading in the podcast ecosystem. A decade ago, I used to be perhaps the busiest cosmetic surgeon in Chicago. I worked hard […]