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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 ...
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
My colleagues cringe every time I update them on the price of an individual stock (no, not Apple) that I bought last year. Why? Is it because they don’t like the company? No, I’m quite confident most of my colleagues like their product. Are they jealous that it’s performed well? Haters gonna ...
I know, I know - yet another “year-end tips” article. But mine will be short and sweet. I promise. Here are my 3 favorite ways to have an awesome impact on someone else’s life. The only rub - you may need to act fast if you like the idea of paying less taxes.
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Chutes and Ladders was always one of my favorite childhood board games. Even if you had a devastating setback, you could at least enjoy the fun little slide, and then quickly find a ladder and climb back up. If there was a financial planning board game (so fun!) the slide would be your future ...
A few weeks ago, I read about some Republicans who were panicking at the idea of an Obama re-election and wondering if they should convert their investments to cash. The same week, a client asked me if he should get out of the market because he was concerned that a Mitt Romney presidency would ...