4 Lessons Learned From FTX and Enron

ROI Financial Advisors 4 Lessons Learned From FTX and Enron DOWNLOAD ARTICLE .PDF At its height, Enron was trading at $90.75. By December 2001, its mismanagement was exposed, and its stock plunged to just $0.26. The company declared bankruptcy shortly thereafter.   Just last year, FTX started crumbling due to mismanagement in a similar manner, shocking […]

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Will Resilience Be the Theme for 2023?

ROI Financial Advisors Will Resilience Be the Theme for 2023? DOWNLOAD ARTICLE .PDF Cypress trees are brittle and easily snap in a storm, but palm trees can bend when faced with hurricanes. Their long-term strategy is to be flexible enough for unpredictably bad weather.   It’s food for thought regarding how we approach our savings […]

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Preventing Future Financial Regrets

ROI Financial Advisors Preventing Future Financial Regrets DOWNLOAD ARTICLE .PDF What will you regret not doing when you reach the end of your life? Jeff Bezos famously asked himself this before he founded Amazon. This simple question became a framework that he attributes a lot of his success to.   You can use this framework […]

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49. HOME SERIES 5 OF 8 – FINANCING THE HOME PURCHASE

ROI DISCLOSURES: https://tinyurl.com/mr45sste Tune in today as Lance, Rob, and Adrian discuss the process of financing a home purchase. Stats received from the National Association of Realtors from July 2020 - June 2021. The information provided supplies understanding, from the consumer level, of the trends that are transpiring. This is part 5 in an 8 part series. Links Mentioned: rmlscentral.com National Association of Realtors 40th Anniversary Edition 2021 Profile of Home Buyers and Sellers https://cdn.nar.realtor/sites/default/files/documents/2021-highlights-from-the-profile-of-home-buyers-and-sellers-11-11-2021.pdf https://roi-fa.com https://roi-tax.com https://delavan-realty.com https://www.directorsmortgage.com/loan-officer/adrian-schermer

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17. LOANS FOR VETERANS

ROI Podcast Disclosures- tiny.cc/Podcast-disclosures Today Rob and Adrian talk about the VA home loan. There are so many great benefits and they take a deep dive into what it looks like to use one. Listen in and let us know what you think!

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