Charitable Giving, the Tax-Wise Way
Americans—especially the affluent—are some of the most charitable people in the world.[1] Chances are, you use some of your wealth to support favorite causes or […]
The Need for Wealth Management Before and After You Sell Your Business
Congratulations—you’re selling your business for big bucks! Have you planned for the big windfall that’s coming your way? If not, you may be putting your […]
Snapshot Of How Stocks Have Performed So Far In This Millennium
What a fascinating illustration of how market diversification works and our confidence grows. Since 2000 the markets offering a higher expected return have provided just […]
Another Way to Look at 2019…
I recently was asked to comment on a note that asked me how to plan for a 2020 stock market retreat. My answer was – who told you that was happening?
Are there 12 Steps for Financial Success?
Are there 12 Steps for Financial Success? Here’s what I came up with.
Cell Captives: A Savvy Insurance Option for Some Small Businesses
As a business owner, you know exactly how much property and casualty insurance costs are running these days. That’s why I thought of you when […]
2019 Is 75% Done…a Look at the Markets & Other Econ Trends
You don’t say… For the first time in a long time… Over the last 12 months (09 27 19) Value has outperformed Growth. Small stocks […]
What is Faith-Based Healthcare?
Unlike traditional health insurance, these plans do not “insure” people but rather “share” healthcare costs among a large pool of people. Members pay into the […]
To Excel in Business, Become a Super Rich-Level Problem Solver
Great report on how to solve problems in your business. As a business owner, you know that problems are inevitable. I saw this report on […]
How Playing the Long Game Could Help Build Wealth and Success
Many extremely wealthy people have a much better handle than others on a key concept of success: the long game. The long game means having […]