Brexit Helps Client with Rates
Investor who missed the low rate by 1 day in 2012 finally gets a second chance and gets the rate she was waiting for. In November 2012, rates went up .375% in a matter of days. My client was “thinking” about whether she should drop her rate from 5.375% down to 3.625%,...Some Good News, Some Bad News
It was a week of some good and some bad news for the economy, with investors mixed reactions. Tuesday we got the Q2 productivity numbers: DOWN 0.5%; our Unit Labor Costs were up 2% (costs being up indicates possible inflation). Friday we got July’s Retail Sales...
All About Cash Flow
It’s all about the cash flow… My client who is an attorney lost a major contract and was thinking that maybe not seeking another big contract and winding down sounded like a good idea… This after just 2 weeks off; can you relate?? So he called me to look at all his...
Women in Investing Meetup and Wine Party!
Oh yes, it’s our first Women in Investing Meeting scheduled for Thursday, August 25th from 6-8 PM at the Beautiful JS Gallery in the Riviera Village. This meetup will feature Renee Riker. Renee is an investor who built wealth by flipping land. Then she expanded to...