The Importance of Estate Planning: The Best Gift You Can Give to Your Family

A Laptop Tablet and a Mobile Phone Image

Financial Revision

December 8, 2020

Creating BAS Capital is a life-long dream. When I thought about what is my niche, how can I help? I looked in the mirror and realized that I was a financial mess and if I needed help maybe others did…

Read More
A Stack of Files in Three Rows Image

Building Financial Confidence

January 12, 2021

Although these files might be nicely labeled appropriately, This system certainly doesn’t promote confidence. I hope you will join me over the next three months as we work together to build you financial confidence. First step in a batch process.…

Read More
Multi Color Papers Flying in the Air Image

Moments

January 21, 2021

So my last blog post was going through your paperwork and batching your files. You may discover paperwork, a school project, or notes that brings up a fun memory. How can we look back at the past year and take…

Read More

Get Ready for the Batch

January 21, 2021

I know that many of you have a system for organizing your financial records. I would like you to consider my batch method. The first step is to take all of your paperwork and put it in piles(the batch) by…

Read More

Give Yourself Permission

February 4, 2021

Okay so I was going to start this business in November, then my family came home, my extended family needed help, and I wasn’t sure how I was going to start this business, now I am in February. That is…

Read More

Attacking the Batch- First Up the Insurance Pile

February 4, 2021

Okay so you are pilling your paperwork by batches, great job, hopefully you are on your way. The first batch to attack is insurance. Why this first? Insurance falls into the set it and forget it group, and has the…

Read More

Find Your Passion

February 23, 2021

Yesterday I took my Dad to get his 2nd shot of the Covid vaccine, such a great day. He insisted we bring his iPad in case he needed to do any stock trading. He has a better iPad than my…

Read More
A Pen and a Spectacle on the Papers Image

Tax Organization Compared to Packing

March 2, 2021

You would think packing for a trip would be fun- why do I hate it so much? I feel the same about organizing my papers to prepare for my tax return. Here are a couple of helpful hints  1. On…

Read More
Inserting Coin in a Piggy Bank Image

Do you know where your money is?

March 11, 2021

This seems like an easy question right? Yes, I know where my money is. That is what I thought one year ago when the financial markets melted down. I managed billions in institutional funds and lived through the sub prime…

Read More

Control What You Can Control

March 20, 2021

When you think about your own personal wealth, your first reaction might be, what is a great investment product or give me a hot stock tip. What many underestimate is the notion of preserving wealth or managing wealth efficiently. So…

Read More