Securities-backed lending

Why even wealthy families need budgets

August 12, 2025

At its core, budgeting is about money coming in and money going out. Anyone who earns and spends money has a budget. (Similarly, anyone who eats food has a diet.)

If you earn and spend money, you have a budget. Here’s how wealthy families can use cash flow to help optimize their finances.

More money, new problems

January 4, 2024

Recently, a reporter reached out to me with a question: Why do people making a high salary end up poor? While poverty is relative, making a good salary but feeling

We see high earners make a few common mistakes that prevent them from becoming wealthy. These same mistakes can prevent wealthy families from reaching their goals.

Can securities-backed lending solve your cash dilemma?

December 15, 2022

When inflation is high, you may not want to keep too much money in cash. If you find you still need cash, your portfolio may be able to help, via SBL.

What is securities-backed lending?

December 15, 2022

Did you know you can use your investment portfolio as collateral? It can be a helpful tool if you need short-term financing and don’t want to sell assets.