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Nov 23, 2020
1 min

Should I Take My Pension As A Lump Sum?

Employer pensions can make up a considerable portion of your expected retirement benefits. Whether you are nearing retirement or are alre...

Nov 19, 2020
2 min

As An Older Investor, Should I Get Out Of Stocks?

This is a question I receive occasionally, especially after the market has rebounded from a steep loss. So let's get right to it and star...

Jun 29, 2020
2 min

Medical Properties Trust - MPW

Medical Properties Trust, Inc. is a real estate investment trust formed in 2003 to acquire and develop net-leased hospital facilities.

Jun 22, 2020
4 min

Are We In A Bubble?

With the run in stocks it has many investors and non-investors asking, "What's the deal?" The disconnect from Main Street and Wall Street se

Jun 17, 2020
1 min

Issues to Consider When Starting a Business

Starting a business is scary, so here's a checklist to help you get started on the right foot. First-time entrepreneurs and seasoned busines

Jun 16, 2020
4 min

Partial Sale - LSYN

I've sold a good chunk of LSYN over the past month (most just above $3) and much of it has to do with the management team and future prospec

May 6, 2020
1 min

Fastly - FSLY

Fastly is an interesting stock that has been pitched by the Motley Fool a few times and I think it's worth a small buy here.

Apr 17, 2020
2 min

Innovative Industrial Properties - IIPR

Innovative Industrial Properties, Inc. is a REIT focused on the acquisition, ownership and management of specialized properties leased to

Mar 24, 2020
2 min

The GEO Group

The GEO Group, which had a solid 2019, should also perform well in 2020.

Jan 28, 2020
2 min

Financial Items To Consider When Having A Child

Beyond the joy brought to parents from having or adopting a child, this is a huge financial transition in your life.

Dec 15, 2019
1 min

Issues to Consider When Reviewing Health and Life Insurance Policies

Life and health insurance policies are a key part of your overall financial plan.

Dec 15, 2019
1 min

Issues to Consider When Reviewing Property and Casualty Insurance

Property and casualty insurance policies are a key part of your overall financial plan.

Oct 22, 2019
4 min

10 Steps to a DIY Financial Plan

No matter how much money you have, you can start with a DIY financial plan that will set you up for future success. With a good foundation i

Oct 21, 2019
6 min

10 Money Lessons Every Teen Should Learn

Just like your child takes math, history, science, and language arts classes at school, there are essential concepts your teen needs to mast

Aug 17, 2019
3 min

10 Financial Tips You Need To Know

A group I'm a part of recently put together a list of financial tips you need to know and I thought it was too good to not pass along.

Aug 14, 2019
2 min

The One Group Hospitality Inc.

The ONE Group Hospitality, Inc., (STKS) a hospitality company, develops, owns, and operates restaurants and lounges worldwide.

Jul 15, 2019
1 min

Is The Distribution From My 529 Plan Taxable?

Investing money into a 529 plan can be an effective strategy to save for college. There are, however, some overlooked nuances...

Jul 15, 2019
1 min

Checklist for Funding My Child's Education

This checklist covers 21 of the most important planning issues to identify and consider when funding child's college.

Jun 18, 2019
2 min

Ways To Invest For Your Children

I was recently asked this question by a new father and thought I'd share some thoughts on the topic.

Jun 16, 2019
2 min

UnitedHealth Group

UnitedHealth Group is a diversified health/well-being company. It offers products/services to individuals through four segments...

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