Resources

Lifetime Capital Group provides a list of resources to help individuals and families educate themselves about their finances.

Investing 3.0, What the Creators of Index Funds Discovered and How to Profit From It

To most of us, the financial world can feel like a massive Tower of Babel, with thousands of people speaking languages we can’t understand, selling products we don’t know how to evaluate, with motives we can’t quite discern. In this ever-shifting world of global finance, where information, time, and money seem to move at faster and faster speeds, even smart, financially savvy investors can get a little dazed and confused.

I wrote this book to help you rise above the babble to become a more successful investor. If you’re tired of being dazed and confused, susceptible to those who would profit at your expense, you can turn your experience right-side up and feel like the financial world is truly working for you.

By reading this book, you will learn:

  • how to reap the rewards of the investment markets, previously available mainly to those selling investment products and advice—not you and me.
  • how markets and our understanding of them have changed.
  • how the 1929 Wall Street Crash led to the construction of today’s modern financial markets.
  • how a deeper comprehension of investor behavior and investments since the Crash has led to exciting and profitable innovations.
  • how computers provided ways to test investment theories and how very smart people used computers to research and improve on established approaches to investing.
  • why index funds were a breakthrough in the investing world.
  • how creators of the first index fund went on to develop more advanced funds that capture even higher returns.
  • how investors in these more advanced mutual funds have captured higher returns than the investors in index funds.
  • how these approaches can help you change your life, the life of your family, and those who follow.
Buy Investing 3.0 Now!

 

Do You Have a Lifetime Financial Plan

Do You Have a Lifetime Financial Plan?

You’ve spent years working hard to build your wealth and practice financial leadership. But to be a successful financial leader, you need a comprehensive Lifetime Financial Plan.

Our Family Financial Leadership Scorecard will help you evaluate your current financial situation and let you know if it’s time to schedule a financial review. It will help you determine if:

  • Your financial plan is current and comprehensive
  • Your tax planning is effective
  • Your estate plan is meaningful
  • Your professional advisors are serving you well

Contact Me!

 

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Lifetime 2016 Market Review

In 2016, the US market reached new highs and stocks in a majority of developed and emerging market countries delivered positive returns.
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Quarterly Market Review

Lifetime Quarterly Market Review – 3rd Quarter 2017

Third Quarter 2017. This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets.
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Quarterly Market Review

Lifetime Quarterly Market Review – 2nd Quarter 2017

Second Quarter 2017. This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets.
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The Legacy Trap

The Legacy Trap, by Rick Raybin and Eric Von Berg

In this white paper, Eric and Rick discuss the challenges successful entrepreneurs face when trying to leave a legacy, the consequences if estate planning and succession issues are ignored, and the ways successful families have addressed
these challenges.
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The Legacy Trap

The Investment Answer, by Gordon Murray and Dan Goldie

Lifetime Capital Group’s founder, Rick Raybin, has personally known Gordon Murray since graduate school. Mr. Murray provided the inspiration and the vision that guided Rick’s career to help families build financial security. The Investment Answer clearly and simply explains the fundamentals of investing that every investor should know in order to protect their wealth.

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