Monk Says…Give the gift of LOVE

To most people the pull up value is greater than the value of their personal wealth. I learned this years ago when I was in

Let me share with you one way to introduce ownership to your kids (grandkids, nieces, & nephews). As my kids were growing up, I never

What does Monk, Warren Buffet, and the Wall Street Trapper all have in common? We all started our investment careers in remote/isolated environments. The Wall

I will let you in on a little secret. Analyzing investments isn’t always about technical analysis. Sometimes it’s just recognizing a cycle or pattern. There,

Ask any homeowner or any plumber and they will confirm the damage that a little drip can do to a home. But there is another

When I retired I started attacking my bucket list. One of my top 3 items was a pilgrimage to Tulsa Oklahoma – home of Black

I am one of the few people in the financial space that talks about the inevitable hurdles and losses when investing and how to overcome

In 1987 Reginald Lewis, with the help of Michael Milken, used a specific type of bond to purchase food conglomerate Beatrice foods for $985Mill –

This is not the parking lot that charges you to attend an event. Or even a city that charges at a meter or you get

We last spoke about JP Morgan and how he lent money to bail out the U.S. government. Did you know that you can do the

This week the markets took a hit. If you’ve been in the markets for a while through a 401(K), pension, or investment account you no

Timing, or what some call luck, is when opportunity meets preparation.  When Lynell Bevels shared that Umpqua Bank was assisting home ownership with the assistance

The 1st step on your investment journey begins with your why. If you don’t know where you’re going, how do you know when you’ve arrived?

Something that was taught to me by a broker friend of mine: look back on your investments and decide whether your position achieved the goal

The holiday season is now upon us. Gifts will be bought and gifts will be given. Michael Jackson sang that you must give love on

This post on generational wealth is based on a chapter in my upcoming book on financial literacy  Dr Boyce Watkins’ verbal imagery summarizes it like