Sometimes Banks Make the Wrong Call

An old friend, on various occasions, was known to say, “I’ve been kicked out of better clubs than this before!” The…

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Color Our Investors ‘Smart and Satisfied’

I predict that come Spring 2015, you’re going to see the women’s departments in major clothing stores festooned in Aquamarine, Scuba…

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Investing: 1st Trust Deeds Beat the Apple Cart Ups and Downs

If you were like many people across the country, you probably watched or read about the new products Apple introduced recently….

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Step Right In and Meet Your Wealth Manager

When you were young and someone asked you what you wanted to be when you grew up, did you answer doctor,…

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Three Questions Borrowers Want Answered

Do you ever wonder what other people are thinking about or what questions people have? If you’re in business, these things…

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Should Investing Be Like a Terrifying Thrill Ride?

When the Rougarou roller coaster opens in Cedar Point, Ohio next year it will start by taking riders up 145-foot tall…

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Make the Right Investment For Your Stage of Life

I recently read an investment article that listed five life-changing events that will impact your finances. It was a good list….

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Never Mind the Critics: Start Building Your Foundation

“A successful man is one who can lay a firm foundation with the bricks others have thrown at him.” – David…

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