by Brian Ursu | Feb 2, 2023
Several times per month I receive an email from a client with a link to some very scary article with a completely captivating headline. Something like: “The man who predicted the 2008 global recession warns investors of a complete financial collapse in 2023” or “Man...
by Brian Ursu | Oct 11, 2022
If I tell you that I have been a financial advisor in five different decades, it makes me seem older than I am; but the fact remains that I have been helping clients formulate their wealth plans and investment strategies since the 1980’s. Over that time, I have...
by Brian Ursu | Sep 11, 2022
According to Harris Poll published August of this year, the answer to the above question is 60% of Americans. Six out of ten American adults want to become a billionaire one day. Since I work with people and their money every day, and I am pretty good at math, I...
by Brian Ursu | May 26, 2022
I subscribe to the Wall Street Journal and have been a reader of the paper since my senior year in college, when I was given a discounted student subscription. I have never read it for insights into particular stock investments or investment ideas, but more for a...
by Brian Ursu | Apr 21, 2022
What were you doing in the late 1970’s? I was across the street from my office at the Traverse City Junior High School. I was tiny and cute. I was painfully shy and excelled at math. When not in school you would find me traipsing through the woods, building forts...
by Brian Ursu | Mar 23, 2022
I’ll tell you one thing I just rediscovered, and it really surprised me. Long ago, way before music was digital and streamable, I used to listen to albums; entire records… as they were intended by the artist. I listened to many of them so frequently that as one song...
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