Core Principles Series – Principle #2
If it sounds too good to be true, it probably is…
We all like a great deal and there is something a little twistedly pleasing to feel like you got a […]
Core Principle Series – Scenario #3
Beth and her father’s land
Beth was surprised when the attorney called her. She and her sisters had heard once that her parents had some kind of property in the southern […]
Core Principles Series – Scenario #1
John and the lump sum of cash
As we walk through each of the 10 core principles of smart investing, it will be helpful to have some real life examples of […]
Ten core principles of smart investing:
Principle 1: Don’t put all of your eggs in one basket
Principle 2: If it sounds too good to be true, it probably is
Principle 3: Urgent and only available today = […]
In an attempt to keep all of our clients informed. We post the following from IPA, Investment Program Association.
Although we are an Investment Advisory Firm and we are not associated with a Broker Dealer, there […]