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Investing

We are an Orange County investment management and tax strategy firm that has developed a national reputation serving sudden wealth clients with financial planning.

How to Become A Millionaire By Timing the Market

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Would you like to become a millionaire? Well, then this is the lesson for you. I’m going to show you how you can time the market to quickly and easily become a millionaire. First things first. What does it mean to time the market? Okay, take out a stopwatch and – no, that would be…

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The Epic Battle Between Risk and Return

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What’s a professional investment manager and a huge meathead at the gym have in common? No pain, no gain! The buffed out beefcake wears this message on his muscle shirt, and the investment guy has this message in his brochure. No pain, no gain! In essence, if you want to do well, there is going…

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What Can Happen If You Don’t Understand Asset Allocation

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This is a true story. It’s time to test your knowledge on the importance of asset allocation! A new client came to me because she wanted to do some retirement planning. She already had an investment advisor, but she wanted me to review her portfolio. In less than 30 seconds, I determined several things that…

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Asset Allocation Is For Losers

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This lesson will get me in trouble… We’ve spent several lessons on asset classes and asset allocation, but I’m going to let you in on a dirty little secret in the financial world that no one likes to admit to or talk about. Asset allocation, the process of choosing which asset classes and the amount…

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What is Asset Allocation?

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The Fundamentals of Investing Asset allocation. The two words you’ll hear on Wall Street more than “big” and “bonuses.” As an investor, asset allocation is one of those things you’ll want to know something about. The good news is that you already know a lot about it! What is an asset class? Well, you may…

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How To Invest In Real Estate

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In the last lesson, you learned about the difference between raw and undeveloped real estate compared to developed real estate. As a reminder, undeveloped real estate means it’s just land. No one has built anything on it yet. Developed means there is something there. Maybe a house, an apartment building, or a parking lot. Something.…

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Why Would I Ever Lend Money To A Shady Friend?

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How to lend money to a deadbeat friend Let’s say you have a couple of friends and they each want to borrow money from you. One of them has a great job, and the other always seems to have some kind of issue – he’s always broke, getting fired, and sleeping on friends’ couches because…

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Investing in Real Estate: Raw Versus Developed

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So You Wanna Be a Real Estate Tycoon? “Buy land, they’re not making anymore!” That little morsel was from one of my favorite authors, Mark Twain. It’s also the rallying cry of every real estate agent and would-be real estate investor. But before you jump in and start buying real estate, let’s get you money…

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Do Bonds Have Credit Scores?

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Can I borrow $10,000? What do you need to know to make a good decision? Let’s say we’re friends, so you don’t want to charge me any interest, but is there anything more you’d want to know? Well, I guess you’d need to know how long I want to borrow it for. Is it for…

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Digging Deeper Into Bonds

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Bonds don’t have to be boring. Just like you can split up stocks into different categories, we can do the same thing with bonds. And by doing this, it can tell us a great deal about our investments and how we are invested. Here are the main sub-asset classes when it comes to bonds: Good…

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