acquisition price floor

The Acquisition Price Floor

The news shocked the markets… Amazon (AMZN), in their bid to conquer yet another retail sector, made a massive move into the grocery space last Friday, agreeing to buy Whole Foods Market (WFM) for $13.7 billion, at $42/share. It was a 27% premium to the previous day’s closing price. The reactions across the grocery industry […]

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Corporate debt to GDP

The Trump Market

We’ve been talking a lot between the two of us over the last week about what a Donald Trump win means for us, the economy, and the financial markets. Let’s state the obvious—we didn’t see this win coming. Not too many did, and we wouldn’t have forecast this short-term reaction we’re seeing from the stock […]

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75k @ 18.94% for 10 years

#1 Determinant of Investment Returns

How do you get high returns—the kind of returns we look to achieve through Investment Intel and our stock investing course—by investing in the stock market? The stock market is risky, right? If you want high returns you have to take high risk, isn’t that true? Well, the market is risky—but you can minimize this […]

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selling puts

Selling Puts for 30% Annualized Returns

Last night in the Investment Intel webinar, we continued with our discussion of selling puts on great companies we want to own, as well as analyzing a globally elite company that has recently dropped in price. You can access the recording below: March 30, 2016 Investment Intel As the number one rule for selling puts, […]

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Power of 12% Returns

Let me give you an idea of what I’ve found to be the biggest motivator to learn how to become a proficient stock market investor. We’ve thrown the 12% number around before. We believe that once you’ve learned how to correctly invest in stocks, you will have the power to realize annualized 12% returns going […]

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accumulation withdrawal financial phase

Your Financial Phase in Life

What do you save and invest for? Is it for freedom, more money, security…for fun? Well whichever answer you come up with—the reality is that most of us are investing for our future retirement income. Ultimately, we all are investing so that we will have enough money to withdraw and live off of each year of […]

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budget budgeting words

Finding the Fun In Budgeting

Budgeting is the most important step in designing any financial plan or financial blueprint. In working with our clients, this is one of the first steps we discuss, because it’s so vital to your success. I know—budgeting doesn’t sound like fun at first, but give this a thought… What if you could find an extra […]

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new year routine

The Essential New Year Routine

As we wrap up the calendar year, I always like to take some time to reflect on what kind of a year it’s been. What were my biggest accomplishments? What am I most proud of that happened this year? Which areas did I fall short? What would have made the year better? Did my financial […]

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