In our follow-up discussion to our recent chat with Arthur Levine, we dig deeper to find out why private equity and private debt are two of the most significant components of the U.S. economy.  We also discuss the reason why private equity provides investors with significant opportunities to diversify their portfolios which is particularly important during late market cycles. Dana Goldstein, Levine Leichtman Capital Partners’ Managing Director of Client Relations joins Vince Annable to address the key takeaways from this subject.  Both Vince and Dana will also preview an important wealth planning event coming up Scottsdale.

You may have read or heard us talk about how private equity is becoming more attractive to high net worth investors looking to protect their portfolios against risk in public markets.  Today we'll revisit the topic of private equity's role in The Household Endowment Model®. Also, our guest will help us to understand how not all private equity firms are alike. Vince welcomes innovative PE veteran, Arthur Levine, Co-founder of Levine Leichtman Capital Partners to discuss how his firm approaches investing and how it manages to set itself apart in the ever-growing private equity industry.

Have you or someone you know ever attempted to sell an asset, and it wasn’t worth what you thought—or hoped—it was, so you put off the sale, but the asset continued to decline in value?  Did you get angry and eventually sell the asset at a loss, or did you hold on to the asset with the idea that its value would eventually increase again, but instead continued to decline? 
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On this edition of Your Money Manual, Vince Annable welcomes Robert Ambrosi, Chairman and CEO of ARCTRUST to talk about why investors often hesitate to sell their investments.  He’ll help us all to understand the important concept of intrinsic value as well as some guidelines that his firm uses to help determine the possible future value of an asset prior to making important investment decisions.  In addition, Vince and Mr. Ambrosi will shed some important light on another key concept—replacement cost—and why it should be an important consideration for investors when considering a real estate purchase.

Most people are familiar with the term SEO, or have at least read it in the context of information pertaining to websites. Just as SEO--short for "search engine optimization"--is essential toward helping a business get noticed by potential customers on the internet, financial optimization can be critical toward helping you achieve your financial goals.  However, how exactly are you able to determine whether your life is financially optimized?  Glad you asked!  Vince Annable has devised a pop quiz to help you understand whether you're optimized or not, so sharpen your pencil, and listen intently with your thinking cap firmly on!

​If you’re a regular consumer of financial news and daily market reports, chances are you’re starting to hear the prognosticators talk about warning signs on the horizon for the economy.  On this edition of “Your Money Manual,” Vince welcomes frequent CNBC and FOX Business contributor, Paul Dietrich, CEO of Fairfax Global Markets, to discuss his long-range view of the economy and his perspective on how close we may be to the next bear market phase. Also, Mr. Dietrich will share his thoughts on the power of 5G technology and how it has the potential to change the economy and lives around the world. 

On this edition of Your Money Manual, Vince Annable moves his ongoing conversation about alternative investments to the hospitality sector and why one class of hotel properties in particular offers some intriguing reasons for investors to consider this type of opportunity as part of a well-diversified strategy.  To gain more insight into the subject, Vince welcomes Mr. Greg Friedman, Managing Principal and CEO of Peachtree Hotel Group.

​How many Starbucks or 7-Elevens or Walgreen’s do you pass in a day or in a week?  Did you ever give any thought to how many locations each of those companies actually owns?  The numbers may surprise you, but even more surprising are the advantages for those who invest in the REIT’s that include the properties leased by these and other top-of-mind consumer brands…which begs the question, what is a REIT?  Vince’s guest is another highly experienced veteran of the commercial real estate industry who will share his knowledge of Triple Net Lease REIT’s and why they are so attractive to qualified investors who are looking to further diversify and protect their portfolios with alternative investments.

​Rinse and repeat are merely words. The truth is It takes a long time to do something really well, and on this edition of “Your Money Manual,” Vince Annable welcomes a gentleman who began his real estate investing career when he founded his company as a teenager in 1966.  Well over 50 years later, Francis Greenburger, CEO of Time Equities, Inc., maintains his long-term strategy to successful investing with a diversified portfolio of commercial properties in the U.S., Canada and abroad. Listen as he shares some his philosophy and valuable insight.  Trust us, it’s 14+ minutes of time well-spent! 

​You rent a storage unit, fill it with stuff, and walk away. Right?  Many of us have done that.  But believe it or not, investing in self-storage is gaining in popularity among discerning investors looking for a stable opportunity to further diversify their portfolio.  So, what makes self-storage such a stable investment, and what are some of the advantages of self-storage over other more traditional forms of commercial real estate? William Leitner III, Managing Partner of LeitBox Portfolio Partners has the answers to those and other questions as he joins Vince on Show #18 of Your Money Manual!

​While pensions and defined benefit plans are no longer as prevalent as they used to be, it’s possible to generate regular income after you retire much like those pensions did for our parents and grandparents years ago.  The process of doing so is contingent on a retirement account you may already have and the use of the right annuities.  On this edition of Your Money Manual, Vince will help to clear the air about annuities and summarize how the process of creating lifetime pension-like income works without an actual pension.