
Money, Family, Taxes, and Everything in Between.
The One Strategy That Makes Sales Effortless (But Few Businesses Do It)
The difference between struggling for customers and having them seek out your business comes down to one simple shift almost no one makes.
The U.S. Dollar: The Power Behind Global Narratives
For years, experts have warned of the dollar’s decline—but is that the real story? Beneath the headlines, a different pattern is emerging, one that reveals who truly controls the global economy.
Wisdom That Outlasts Wealth: Lessons From the Previous Generation
He wasn’t loaded rich, but he understood wealth in a way most people never will. Decades later, I see the same spark in my son. It is likely the greatest legacy we could ever leave.
The Lesson I Learned Sitting on a Bench in the Cold
I almost said no. Sitting on a cold bench for an hour while my $180 lift ticket ticked away felt like a waste—until I saw the look in my 5-year-old son’s eyes. What I thought was lost time turned out to be one of the most valuable lessons I’ve ever learned about perspective, presence, and the moments we don’t realize we’ll never get back.
Evaluating Your First Investment Property: Key Insights and Practical Advice
When evaluating your first investment property, it’s easy to get caught up in flashy features, but true success lies in understanding the market and making strategic choices. At Grand Vision Family Office, we recently walked a member through the process of assessing a potential Airbnb property, uncovering insights that go far beyond the listing price.
Biden is Out of the Presidential Race! How Will That Affect Your Pocketbook?
The recent announcement of Joe Biden's decision not to seek re-election marks a significant turning point in American politics. While the immediate reactions have been varied, it's crucial to delve into what this means for the financial well-being of the average American.
Why Many Physicians Will Get Crushed by Wall Street and Private Equity
The story of healthcare and big business is being written right now. You don’t want to be the Blockbuster in the Netflix story!
You don’t want to leave yourself vulnerable as a result of these 2 crucial aspects.
Behind the Smile: A Grateful Patient's Insight into Physician Burnout
I was lying in the street, blood flowing from my body, and 2 bones sticking out where my hand used to be. The world came to a stop, and I had to make a decision.
The 401(k) Mirage: Why It's Not What You Think
Imagine standing in the middle of a desert. You see what looks like a beautiful oasis ahead, shimmering with the promise of lush greenery and refreshing water. As you rush towards it, hope filling your heart, it gradually fades away, leaving you with nothing but more desert. This is the illusion many face with 401(k) plans.
Rich Doctor, Poor Doctor: A Tale of Two Physicians
Once upon a time, in a bustling city, two young doctors set out on a journey of financial freedom. Dr. Edmund and Dr. Leo, surgeons in the local orthopedic group, had managed to save $200,000 each. As they embarked on their careers, they knew they had to invest this money wisely for a comfortable and secure future...
Why Now is ‘THE’ Time to Invest in Multifamily Real Estate!
This isn't advice, but this is precisely what I'm preparing for personally.
And, why I think this may be the best opportunity in my lifetime.
Analysis Paralysis: The Cost of Not Investing
Warren Buffet famously said, “We attempt to be fearful when others are greedy and to be greedy when others are fearful.”
Many of the potential investors I have spoken with lately have this uneasy feeling about the future of the US economy. They want to wait until conditions improve, or they want to…
Navigating the Storm: How Multifamily Real Estate Remains a Beacon of Stability
When economic storms hit, your financial foundation better be built on the rocks because the waves will be crashing.
Why Medical Specialists Need Financial Specialists
Like treating a high-risk medical case, wise physicians work with specialists to ensure the security of their financial future.
Real Assets for Real Investors: Why Bitcoin is Too Risky for Me!
I’m not here to bash Bitcoin, but…
For me, Real Estate reigns supreme.
This is why…
*These articles are opinion. It is not financial advice, nor is it an offer to sell a security. Anyone interested in investing must first schedule a call with our team and review our private placement memorandums before investing or joining.