Risk Mitigation V.S. Return Maximization. #lbwwealth #investment

New Podcast: Which is More Important - Risk Mitigation or Return Maximization? youtu.be/dFOKeLiM4Lo?si… #lbwwealth #investment

When Investing, Patience is a Virtue. #lbwwealth #investment

Diversification: Pros & Cons #LBWWealth #investment

Netflix Stock Options: To Sell, or to Keep, that is the Question! #lbwwealth #investment #netflix #stockoptions youtu.be/DMcfuD_STKI

New Blog: Million-Dollar Cities: The Woes of a First-Time Home Buyer. #lbwwealth #financialplanning #Home open.substack.com/pub/lbwwealth/…

Would You Rather: Real Estate vs Startup. #lbwwealth #investment #privateinvestment

New Blog: So You Bought a Rental Property - What's Next? #lbwwealth #investment #realesetate lbwwealth.substack.com/p/so-you-bough…

New POD: Investment Champagne Tower - Where To Invest Your Money? youtu.be/As7CwV3R7gU #lbwwealth #investment

New POD: How to pick a Financial Advisor? Part 1 - Fiduciary Duty youtu.be/Av4AOlS7QEI?si… #lbwwealth #financialplanning #fiduciary

New POD: A 1031 Exchange for Real Estate Investments: Is it Right for You? youtu.be/XdK9xJPB7_0?si… #lbwwealth #realestate #investment

New Blog: Estate Planning - Why It’s Important for Everyone? lbwwealth.substack.com/p/estate-plann… #lbwwealth #estateplanning #financialplanning

New Blog: Risk Management for Your Investments. #lbwwealth #FinancialPlanning #RiskManagement open.substack.com/pub/lbwwealth/…

New POD: Is Tax-Loss Harvesting Right For You? youtu.be/8i_WUaCOgNA #lbwwealth #investment

Dan and Gary are in LA! Feel the breeze and enjoy some good LA food. And most importantly, meet our fantastic LA friends 🥳 #lbwwealth #financialplanning #LosAngeles

In remembrance of Martin Luther King Jr’s Day, our office is closed today. We honor Dr. King’s vision of equality, community, and opportunity for all. #lbwwealth #martinlutherking #mlkday

Happy birthday, Tim! Timothy Bickmore #lbwwealth #birthday #dreamteam

Happy bday to Dan! #lbwwealth #birthday #financialplanning #investment

Our office will be closed on Thursday, June 19th, in observance of Juneteenth. We will return to regular business hours on Friday, June 20th 👍 #lbwwealth #juneteenth

Welcome aboard!