“I have absolutely no concerns about our financial future”. This was the unsolicited response at the end of a recent client review. This client is a more sophisticated investor with a long history of investing in many types of investments.
Are you tired of volatile equity markets? Want to escape the losses in your fixed income investments? If your investment portfolio exceeds $1M you can avoid the volatile equity markets, avoid losses in fixed income and generate solid, consistent returns. Ultra-high-net-worth investors and institutional investors have been doing this for decades with non-traditional investments.
The Freedom 55 commercials were one of the most successful marketing campaigns. A Canadian generation wanted to be able to walk the beach from age 55 on. It is a great motivator to save for retirement.
I am constantly learning; whether it is from great books (thank goodness for audio books) or great people who I have the privilege of interacting with.
Today, I want to share with you one of the most important discoveries I have made in the last decade.
It has revolutionized my life, reduced my stress, and made life incredibly more enjoyable.
It is called the ‘Belief Matrix’ and it was taught to me by my friend and mentor, Paul Anthes, of R3 Coaching.
It has been reported that when John D. Rockefeller was asked by a reporter “How much is enough?” he responded, “Just a little bit more”.
Although he was one of the most financially successful businesspeople in America, his response resonates with most of us. Regardless of the riches we have accumulated, we all know others in our circles that we feel have accumulated more and we would like to have more.
Here is a statistic I believe will shock you. The average age of widowhood is just 56 years old! For men, the average age of becoming a widower is 65.*
Nearly every will I review looks like this: Your total net worth, divided by the number of children you have. This may not lead to challenges if you’re estate is only worth $1M and you have three or four children.
I find it interesting that we have a natural discernment of how much is enough for many aspects of our life. This includes the dinner table, although the Thanksgiving dinner table often pushes the limits to that natural discernment, it also includes our limits when grocery shopping or even exercising.
History has proven that 70% of family businesses will not transition to the next generation. Will yours be one of the statistics? Based on our experience guiding families to a successful transition, here are 7 warning signs you are headed for serious problems.
How are you doing in your search for the ultimate investment – low risk, high guaranteed return? Find out how to Avoid Market Swings!