Monthly Archives: March 2016

| Weekly Insight

Weekly Insight: The 5 Worst Things to Say to Your Kids

I have been reading about the steps that wealthy families can take so that their kids do not end up as spoiled, entitled brats who lack ambition. Money can solve many of life’s problems and lead to a wonderful lifestyle. Sadly, wealth does not make parenting any easier and, in…

| Weekly Insight

Weekly Insight: Value vs. Growth

There are lots of ways you can narrow down the universe of potential stock investments. Start with a list of all publicly traded companies. There are only about 3,700 that are traded on an exchange and another 15,000 or so smaller companies that trade over-the-counter. From there, you may segment…

| Weekly Insight

Weekly Insight: Are You Middle Class?

I have observed that many high income, high net-worth folks do not feel wealthy. They typically think of themselves as middle class. I have also noticed that many people who are middle class feel poor. This begs the question: “What is middle class anyway?” There is no single definition; however,…

| Weekly Insight

Weekly Insight: Can’t Touch This

One of the boxes frequently checked as “very important” on financial planning questionnaires is Asset Protection. Let’s face it; we live in a litigious society. Wouldn’t it be nice if you could just start singing the MC Hammer song “Can’t Touch This” if someone sued you and demanded all of…

| Weekly Insight

Weekly Insight: America’s Future (by Warren Buffett)

Warren Buffett (AKA: the Oracle of Omaha) is not only the world’s most successful investor. He is also one of the most quoted, humorous, and admired citizens in the history of our country. Today, I wanted to share this passage from his company’s 2015 annual letter to shareholders. He so…

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