Make Wealth Flow Towards You!

Investment Management

How To Make Money Run After You (Part 12)

Posted by on Mar 4, 2012 in Investment Management, Money Management | 16 comments

“The 3 things to consider before Investing Money” In my previous article, I talked about Step1: Making Money, and Step 2: Managing Money. If you haven’t read that article yet, please read part 11 of the series and sign up for the Wealthplan so I can email you that and the previous articles in the proper order from the very beginning.   In this article, I complete the Wealth-Flow Blue Print Step 3: Investing Money. Here’s the diagram again for easy...

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How To Make Money Run After You (Part 11)

Posted by on Feb 22, 2012 in Business Management, Career Management, Investment Management, Money Management | 24 comments

“The Simplified 3 Step Wealth-Flow Blue Print” . For me and Jhoanna, wealth accumulation is a 3 step process and if we were to diagram it, it would look like this   Step 1: Make the Money Step 2: Manage the Money Step 3: Invest the Money . If done right, the 3 steps that I just mentioned become a repeating positive wealth flow cycle! . Step 1: Make the Money:   Now, lets get into a little more detail. To make money, the most common ways are 1.) Have a great career or 2.)...

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The Difference Between Trading And Investing

Posted by on Aug 26, 2010 in Investment Management | 21 comments

I want you to imagine that you are in one of my finance seminars right now. You are seated in the middle row and you are here because you want to understand how to grow your money. As the seminar begins, and after I make everyone feel comfortable, I pause and look into the crowd and ask a simple question. “Can anyone tell me; is there a difference between Trading and Investing?”  A few hands go up and I pick one. “Sir, investing is putting your money into an asset and making it work for...

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Simplifying Wall Street Blunders

Posted by on Apr 19, 2010 in Investment Management | 33 comments

Last April 16, 2010 the US Securities and Exchange Commission charged Goldman Sachs with Fraud.  This explosive move by the SEC has tremendously diminished  investor confidence in Goldman and Wallstreet in general.  The SEC charge is a very serious one because it says that Goldman fraudulently sold its CDO’s (Collateralized Debt Obligations) to its clients at the behest of its other client Paulson and Co who “shorted” the same portfolio. The investors lost around $1 Billion while...

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How the Dollar Affects Your Investments and What to do about it (Part 1 of 2)

Posted by on Jan 24, 2010 in Investment Management | 2 comments

Let’s face it, like many Asian countries, the Philippines is a US Dollar Remittance driven economy and I have been asked many times about how to deal with the rise and fall of the USD as many Filipino Dollar Earners, Overseas Filipino Workers, as well as Export and Import driven businesses earning capacity and/or profit margins largely depend on learning how to effectively deal with this issue. So in this very special 2 part article, I will explain why the USD rises and falls, how it affects...

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How the Dollar Affects Your Investments and What to do about it (Part 2 of 2)

Posted by on Jan 24, 2010 in Investment Management | 5 comments

In my article last week, I explained that the US Dollar fluctuates because of the mixture of buyers of US Dollars, sellers of US Dollars, Production of US Dollars, and the Allure of US Dollars. Now if you are an individual or a business that is greatly affected by USD fluctuations (i.e. Export-Import Companies, OFW’s or Local Dollar Earners), I’m going to share exactly what I do to protect the value of my money against erratic USD fluctuations. ***Disclaimer: This article is for educational...

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