Informative, easily digestible financial education videos designed to help our community think like a wealth manager. Prepare for the good, the bad, and the ugly (unforeseen in 2019).

i24 News with John Grace

How can investor’s be prepared for the yearlong US-China trade war that has no endgame in sight?  More Investor's Intelligence200 N. Westlake Blvd., Suite 109 Westlake Village, California 91362-3783 805.495.2077   800.266.2077   888.WHY.BEPOOR Fax: 805.497.8342...

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Family Flip Strategy for Inherited Property

How do you get top dollar for a run-down property after a loved one passes? Founder and CEO of Trust Properties USA, Paul Hargraves is here to tell us how.More Investor's Intelligence200 N. Westlake Blvd., Suite 109 Westlake Village, California 91362-3783...

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Too Big To Sell – Video

When considering the real state of real estate, think about the 76 million baby boomers who will be leaving their McMansions in the next twenty years. Knowing that the real estate trends follow the patterns below, where do you think home prices will go? Age 31 is when...

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Can You Survive a Bad Loss?

Savvy investors hate losses more than they love gains. Which is why it's crucial to know your probability of success. We encourage investors to run their numbers, so they keep their odds of retirement success at 80% or better. Latest Media

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How Much Negative Volatility Is Acceptable?

You have to be the economist of your own home. Which is why the first question investors must answer is: How much risk are you willing to accept? By determining in advance how much volatility is acceptable, investors are better equipped to understand how their...

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Can we trust PayPal and Venmo?

With the popularity of third party apps, one should understand the risks that come with the convenience of using these apps. How can consumers protect themselves from privacy violations and hackers? Latest Media

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