


Listening and Learning Works – Investor Success Story
6 years ago, a 25 year old man was dragged into my real estate investment class at TUSD. He listened and learned. A few months later he came in for his 90 minute free consultation. He also played CASH Flow 101 a couple of times and had fun. During the consultation...
Rates May Be on the Rise
This week held a lot of good news (and some not so good) that points to a stronger economy. So sorry… Why do I say sorry? Because when the economy looks stronger, that means rates might go up. Wednesday, the Consumer Price index or CPI was announced, and that number...
Loan Denied, Why?
My sister was turned down by her credit union for a loan and we can’t figure out why? She is retired, but gets income from oil investments and other stock dividends. She has 4 Million in her IRA. We are shocked!” Great question! After her reviewing her tax...
Lots Happened in Week One
Happy New Year! The year started off pretty quietly, but then the Fed, Shopping and Jobs—yes, all in 1 week. The Fed minutes from the meeting in December were released and it seems that they think they may need to raise rates more than expected. Or more quickly than...