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Investment Lessons from a Gay Bar

Investment Lessons from a Gay Bar

When word got out that Russian President, Vladimir Putin, signed a bunch of anti-LGBT laws, the LGBT community responded: “Boycott Russian vodkas.” Easy enough. I followed the lead of pro-human rights bar owners and consumers and ditched the famous Russian beverage. I switched to Tito's Vodka ...
Same-Sex Marriage: More to Spend, More to Give

Same-Sex Marriage: More to Spend, More to Give

Now that DOMA is crumbling, married same-sex couples have some new opportunities to simplify their lives, reduce their taxes, and boost their incomes. There is still some unfinished business around whether or not same-sex couples will receive the full umbrella of federal recognition if they ...
More Income, No Kids

More Income, No Kids

Live with a Lot, Die with a Little Many of you have heard about the dual-income-no-kids (DINK) community. There is a growing population, gay and straight, single and married, who are opting to have a child-free life (except the occasional visits to our favorite nieces and nephews). They are ...
The Death of Benchmarking

The Death of Benchmarking

Right around the time I was born, another birth was happening - one that would save investors millions of dollars in unnecessary fees while also reducing their tax bills. Yes, I’m talking about the birth of the index fund. A side effect of this creation was that performance-junkie investors and
The 5 Most Generous on Wall Street

The 5 Most Generous on Wall Street

In the summer of 2005,  I was sitting by a lake reading an issue of the Buddhist magazine, Shambhala Sun. Somewhere between the articles about mindfulness and equanimity, I stumbled across an ad for Abacus Wealth Partners. That same week, I saw Abacus mentioned in The 7 Stages of Money ...
Oh Behave!

Oh Behave!

On a recent vacation to New Zealand, my Kiwi friend Martin told me about his father, Frank, an elderly man who, over his lifetime, owned 26 pieces of real estate. I figured Frank would be sitting pretty now, either living off 1) the income and principal of a huge investment portfolio that holds