Why Assets Cubed?

Assets Cubed speaks to the examination of asset classes, asset allocation and asset protection viewed as a whole-not in isolation from one another-as is often the case.

Why take an Assets Cubed approach to wealth? Here are five compelling reasons...

  • Reason #1: No one will care more about your wealth, or take better care of it, than you.
    This is the cardinal theme of the book. Often, we are silently waiting for someone to take us by the hand and lead us to the financial Promised Land. That's not how it works. Assets Cubed challenges us to take full ownership of our wealth and our life. It's our race to run.
  • Reason #2: True wealth isn't just about how much you make, it's about how much you keep.
    Most people are hustling to make another buck, while never giving any thought on how to grow and protect what they've worked so hard to get. A proper understanding of Assets Cubed keeps us focused on not only making more, but keeping more.
  • Reason #3: Wealth is a means to an end, not an end to a means.
    Wealth is about freedom, opportunity and choices. Assets Cubed perfectly embodies this reality. No need to be wealthy and miserable. True wealth is about living a rich life, having a positive impact on others and leaving a legacy behind.
  • Reason #4: There is no free lunch in life.
    As soon as you have something of value, someone will want it. The bigger your pie, the more people will believe they are entitled to a slice of it. From family and friends to ravenous attorneys and desperate governments, you must find ways to proactively protect your wealth from the hungry hands of others.
  • Reason #5: There is strength in numbers and safety in diversity.
    Most of us have a tendency to over-allocate in assets we particularly enjoy or feel comfortable with. To be prepared for today's reality, we need to allocate across all the assets. This will ensure our wealth has sufficient aspects of liquidity, accessibility, portability and more. We live in complicated times. A cookie-cutter approach to wealth can leave us extremely vulnerable.