We are passionate about providing financial clarity and eliminating the grey areas of today’s “typical” financial advice. Which is why we offer these free resources so that you can continue to learn about the realities of conventional financial planning. We like to think of it as a library of financial industry truth at your fingertips.

We are continuously working to produce new materials in order to provide you with the best resources possible. Check back periodically to see our latest white papers, books and other informative resources!

Money Shaker

History teaches us many things including the fact that empires tend to crumble due to internal factors. Significantly, very few people ever see it coming. If we cannot remember the past, we are condemned to repeat it.

Cash Flow vs. Net Worth

When it comes to personal financial prosperity, cash flow is the single most important signal of our financial health.

The Death of the Pension Plan

Mutually contradictory ideologies of constructive finance can co-exist for decades with no resolution of their differences in sight, or perhaps even conceivable, until now.

Velocity of Money

Individuals and business owners often think of money in terms of how much we have saved or accumulated rather than what is actually generated from our saved dollars.