Podcast & Blog

The investment world has undergone a seismic shift over the past decade, with passive investing strategies dominating capital flows and reshaping market dynamics. This transformation has created both challenges and opportunities that savvy investors should understand to navigate the current landscape effectively. Passive investing, while bringing many benefits like lower

When it comes to protecting our wealth, we often focus on investment strategies, insurance policies, and financial planning. However, one of the most significant threats to our financial well-being might be lurking in an unexpected place: the contractors we hire to work on our homes. A recent conversation with electrician

The Hidden Journey of Your Mortgage: How Loans Move Through the Financial System When most homebuyers sign their closing documents, they believe they understand what’s happening: a bank is lending them money to buy a house, and they’ll pay that bank back over the next 30 years. But the reality

Understanding Private Money Lending in Real Estate Private money lending, often misunderstood in the real estate world, provides a valuable alternative to traditional bank financing for many property transactions. Unlike conventional loans that focus primarily on the borrower’s credit history and income, private money lending centers on the property’s equity

The current state of the real estate market continues to be a topic of heated debate among industry professionals, investors, and potential homebuyers. While sensationalist headlines suggest dramatic market shifts, a deeper analysis reveals a more nuanced picture that varies significantly across different regions and price points. One of the

Financial planning can be intimidating, but understanding when to engage a professional advisor is crucial for long-term success. Many people today are first-generation financial planning clients, unlike previous generations who relied primarily on pensions and Social Security. This shift has created new challenges and opportunities in wealth management. The evolution

The Deregulation Opportunity: A Catalyst for American Economic Renaissance In recent market discussions, the conversation has heavily centered around tariffs and tax policy. However, there’s a significant economic catalyst flying under the radar that deserves more attention: deregulation. This potential policy shift could substantially impact equity markets and create meaningful

The ever-increasing dominance of passive investing is fundamentally changing how markets function – often in ways that most investors don’t perceive. As Mike Green explains in this revealing conversation, the shift toward passive investing is creating significant distortions that undermine the very efficiency that markets are supposed to embody. At

Commercial real estate development, particularly in the retail sector, is experiencing a significant transformation due to shifting market dynamics. As people continue to migrate from California to states like Utah and neighboring regions, there’s substantial residential growth occurring. This demographic shift has created a golden opportunity for retail developers who,

Understanding the Real Money Dynamic in Relationships: It’s Not About the Dollars When couples face conflicts around money, the issue rarely centers on actual dollars and cents. As marriage and family therapist David Jones eloquently describes it, money is just one wave in the ocean of relationship dynamics – visible,