Dec 22, 2022
Nearly everyone has heard of stocks and bonds, but sometimes investors feel that they could profit more from alternative investments.
This week Doug chats with Stefan von Imhof, co-founder of Alts.co, about alternative investments.
Stefan believes that alternative investments are a powerful way to grow your...
Dec 15, 2022
Doug discusses his recent meeting with someone who received an inheritance. Not only did the guy receive significant funds, but the inheritance included financial disorganization.
The father’s investments were scattered in different companies, private equities, and over 20 physical stock certificates....
Dec 1, 2022
Listen to this important episode where I discuss the best way for busy investors (like you) to track the markets.
- Focus on five critical points that need your attention:
- Focus on interest rates and inflation
- Review market trends
- Examine your specific investments
- Turn to your advisors
- Review your overall plan
Look at...
Nov 23, 2022
Major American brokerage firms are closing accounts of clients who don’t have U.S. addresses. They are also closing accounts of clients who use American addresses but don’t live stateside.
If you’re like many of the people who’ve recently called my office, you’re probably curious how the firm knew there’s...
Oct 20, 2022
If there was a market crash what would happen with your investments? Doug discusses the emotional turmoil and the possibility of real monetary loss in the event of a market crash. Some investors just can’t take the uncertainty of the stock market. But since market crashes are a likelihood that must be taken into, if...