Financial Growth
Risk-free investing? No such thing.
A great article in CNN Money states that there is no such thing as risk-free investing. A reader inquired, “What is the best no-risk way to invest my $500,000?” And…
Read MoreApple Becomes Biggest Company in U.S.—Ever
A recent Wall Street Journal reports that Apple Inc. has become the biggest U.S. company in history, surpassing Microsoft Corp. for the top spot based on stock-market value. At $623.52…
Read MoreMoney, Wealth, Family, and Generosity
Money is not bad. It is not wrong to have it. This idea is contrary to popular media of course that points the finger at the “evil one percent,” or…
Read MoreWhat message are your kids getting about money?
I have yet to meet a parent who sets out to screw up their kid. Even the most egotistical of parent still wants the best for their children hoping they’ll…
Read MoreWhat is the size of your wealth and…
How do you show people? I grew up in a sprawling English Tutor estate home on nearly 2 acres, complete with a pool that included a diving board and Jacuzzi.…
Read MoreWhat's the point?
For you personally and in your business do you have a vision bigger than the product or service? Are you seeking to accomplish something for others that only you can? When you…
Read More"Least Equality of Opportunity"?…RIDICULOUS!
A Columbia University professor was recently interviewed about his latest book in which he states, “The United States has the least equality of opportunity of any country.” What the heck…
Read MoreUnentangled Wealthy Families…(what?)
The wealthy experience the thrill of all the money brings – vacations, experiences, fine cars, beautiful homes (or two+), and all the thrills money offers. The issues of wealth typically get…
Read MoreNever Incomplete Data (with clients you care about)
According to Fiserv Inc.’s annual survey of financial advisors, ninety-five percent of financial advisors said their clients are asking them for advice on “held-away” assets, which are defined as accounts…
Read MoreAvoid financial abuse in your retirement years by choosing the right advisor
Part of creating wealth with no regrets is choosing the right person to help you manage the wealth that you’ve worked hard to accumulate for your retirement and for your…
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