Familiar is Not the Same as Safe
I was having a chat with an investor the other day, and he told me about a strategy he and his wife had hit on,
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For people who are just trying to formulate a solid investment plan or map out a reliable strategy for their retirement, the world of finance
Ensure Confidence in Your Contracts
Before you sign a contract on behalf of your business, read it and ensure you understand it. Not following this rule can lead to missed
Risk and Return: A High-Maintenance Relationship
“Every successful business is evidence of a previous act of courage.” So says Peter Drucker, one of the great management gurus of all time. In
Why a Share Price that Never Moves is Not a Good Thing
I often get asked by clients for my thoughts about non-publicly traded investment pools, like mortgage investment corporations, private REITS (real estate investment trusts) and
What Facebook and the Stock Market Don’t Have in Common
If you’ve seen the movie The Social Network, you probably heard the word “algorithm” thrown around. A lot. Most of the people who were getting rich
In Praise Of Old Mountain Guides
I have a friend who, about 15 years ago, decided to abandon the rat race. He and his wife set out on a cross-country trip,
What Dirty Harry Can Teach Us About Finances
I was twelve years old when the first Dirty Harry movie came out, starring a very young Clint Eastwood as a no-nonsense cop who foiled
During more than two decades working in financial services, I’ve met no fewer than four lottery winners. Their wins weren’t small; the least was $2
Retirement A Quaint Old-Fashioned Notion
Most of us view retirement as the inevitable final chapter of our work life. We go to school, we hit the job market, we work
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