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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
Sympathy for the Apple

Sympathy for the Apple

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 ...
3 Cool Ways to Give before 2013

3 Cool Ways to Give before 2013

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. (more…)
Pay Now, Care Later

Pay Now, Care Later

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 ...