What investment asset class grabs the most attention of the average American? My guess is that it isn’t the stock market, but a category many people don’t even think of as an investment—the local real estate market. While I don’t have data to back up this...
Watch this video on YouTube In the business of selling financial products, the “good deal exemption” may be one of the most widely used “rules” most people have never heard of. You can’t find it in any rule book or statute. Even Google has...
Watch this video on YouTube Two types of tax increases are being promoted by several presidential candidates and members of Congress. The less common idea, which I wrote about recently, is a wealth tax on net worth. The more common proposal is a significant increase...
Watch this video on YouTube Most of us would probably agree that money skills are 21st Century survival skills. The late financial futurist, Dick Wagner, CFP, contended that money is the most powerful secular force on the planet. Yet, even with all the importance we...
Watch this video on YouTube An April 29th headline in The New York Times got my attention: “Profitable Giants Like Amazon pay $0 in Corporate Taxes. Some Voters Are Sick of It.” My immediate reaction was outrage. Amazon had a 0% tax rate. My company’s...
