BMD Invest: 2023 Lessons Learned and 2024 Opportunities
A recap of 2023 and key themes for 2024
5 Freedoms to Combat Stress
5 Freedoms to Combat Stress | Overcoming External Factors for a Life of Abundance
What to do about Inflation . . .
The past few weeks' headlines have focused on inflation causing volatility and uncertainty in the stock market. My last newsletter ended by asking, how can someone lose money through saving?
Emerging Assets: Residential Assisted Living
It's November, and for me, a time of reflection on the blessings in my life.
One of those blessings was knowing the late great, Gene Guarino. Gene was on our board of advisors and tragically passed away from complications with COVID earlier this year. In his honor, I wanted to share a story on how he inspired Katie and me to, "Do Good & Do Well".
Generating Cashflow is Now More Important Than Ever
Generating cash flow is now more important than ever!
Why? Here are a few headlines that highlight headwinds that every family is experiencing:
Cash Flow Statements: The Road to Financial Freedom
As many of you know Rich Dad Poor Dad changed my life. When I read that small purple book, I understood cash flow was a key to peace of mind. However, it took me almost 20 years to play The Cash Flow Game.
What Are Repo Markets, Precious Equity, and Private Notes?
A couple of weeks ago, I published my top 5 takeaways from the Real Estate Guys summit on the sand. It was incredible to spend time with economists like Doug Duncan, world-class investors like Kenny McElroy, one of the most respected accountants in the world Tom Wheelwright, authors like Robert and Kim Kiyosaki, Ed Griffin. I could go on and on. . .
Top 5 Takeaways from the 2021 The Real Estate Guys Summit on the Sand
The 2021 Real Estate Guys Summit on the sand was one of the best investments I have made. I was able to reconnect with old friends, expand my network of thought leaders, industry experts and challenge my existing ideas so I can better serve my investors and the communities we invest in. If you are interested in going next year, I would highly recommend it. It will benefit anyone looking to build their network and understanding of investing.
Aligning Investments to Achieve Your Goals
Two weeks ago, I discussed how investors can achieve peace of mind and additional income through safe, secure syndications.
Why You Should Consider Private Placements to Grow Your Wealth
Private placement syndications are the best option for growing and protecting wealth that I have found in 20 years.
How Private Placements Diversify Your Income
How Private Placements Diversify Your Income
Over the next few weeks, I will provide some education on private placement deals and how they can add value to your portfolio.
How to Diversify, Grow and Protect Your Wealth
Does it ever feel like expenses are constantly rising?
Food? Gas? Kids?
Maybe you own a business, and your employees face the same pressures?
College tuition? Disney World?
We all face some version of these realities.