by Tom Wheelwright | Jan 31, 2009 | Wealth Strategy
Every time I turn on the news or pick up a newspaper, there is article after article about the sorry state of our economy and how much people are hurting. It's so depressing I hate to even look. And it's just going to get worse over the next few years. Yet, this is...
by Tom Wheelwright | Jan 28, 2009 | Tax Strategy
Early this morning I arrived in Calgary, Alberta, Canada to teach at Greg Hasbritt's Master Wealth real estate seminar. My topic? U.S. tax strategies. So why would Greg ask me to teach U.S. tax strategies at his Canadian real estate seminar? For two reasons. First,...
by Tom Wheelwright | Jan 23, 2009 | Wealth Strategy
Last night, I had the great privilege of being a guest on Kim Kiyosaki's webinar that she does each quarter for PBS. The topic centered around our current economy and whether this is an adversity or an opportunity. Kim asked me a very important question: Q: What are...
by Tom Wheelwright | Jan 21, 2009 | Tax Strategy
Many clients of ProVision have chosen as their preferred growth asset category stock and option trading. When done properly and with the right set of systems, this category and be very lucrative. We have clients who are doing as well as 7-10% per month on their...
by Tom Wheelwright | Jan 19, 2009 | Wealth Strategy
The other evening, my wife, Rosie, and I were at the house of one of our friends. The current economy came up (of course) and the topic of investing was raised. We have played Cash Flow 101 with these friends and, of course, they know that financial education is my...
