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Business Transactions
    Posted on Wednesday, February 22nd Categorized as:

    How Much Have Orange County Businesses Benefitted From Bailout Money?

    Remember the headlines a few years ago:  $700 Billion TARP bailout for Wall Street.  It sounded like a lot of money at the time, but it was only the beginning.  As it turns out the bailouts have cost a lot more …

  • Posted on Monday, February 20th

    Is It Finally Time To Invest In Residential Real Estate?

    It appears that our timing on residential real estate is in line with a few other notable real estate investors and advisors.  As you know, our “efficiency investing” strategy rewards patience and positioning.  Our investment research and analysis has put …

  • Posted on Friday, February 17th

    Occupy Wall Street Has Made “Tax The Rich” The Defining Election Year Issue

    If there was any doubt on Wednesday, there should be no doubt today:  income taxes are definitely on the horizon for “the rich” – whether Democrats are in power next year or Republicans.  Who is defined as rich and what …

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  • Posted on Thursday, February 16th

    How To Keep Your Health Costs From Forcing You into Bankruptcy

    Does it seem like your income is rising but it’s all going to your health care?  Well, it’s probably true.  According to this Forbes article most people are having the same hit to their pocketbook.  Incomes are rising, but it’s all going …

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  • Posted on Wednesday, February 15th

    The Best Laid Plans

    You will hear me say, ad nauseum, that patience is the key – both to investments and to business ventures. Of course, our “efficiency investing” strategy is founded upon “patience” – waiting for the right opportunity at the right time. …

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  • Character is like a tree and reputation like a shadow. The shadow is what we think of it; the tree is the real thing.