Have you ever been to a company’s annual shareholder meeting? If you directly own stock in a company, you are invited each year to attend the annual shareholder meeting. I typically don’t go, because...
My family has kind of a tradition of Grandparents taking grand-kids on trips. Mom started it, taking my son to Boston when he was 9. My aunt and uncle took each of their 4...
Have you ever noticed that it can be easier to imagine yourself doing something if you know about someone else who has done that same thing? You think to yourself, hey if she did...
How would you like to get a December bonus of ten or 20 thousand dollars? It can happen. It happened to us. When you get your December broker statement showing the end of year...
You’ve worked hard, saved and invested and now you have more money than you ever imagined. Or, maybe you won the lottery or the IPO jackpot and are suddenly rich. Perhaps you are still...
In an interview for The Family Office Book – Investing capital for the ultra affluent by Richard C. Wilson, Michael Connor (interviewee working for a single family office), stresses the importance of cross training...
Are the now living generations of Americans leading more luxurious lifestyles than our predecessors? If so, should we feel guilty about it or proud of it? Yesterday I visited a local museum which had...
Hard work paid off for this CEO, freshly minted (after 30 years of effort). In 2013 her base salary of $1.38 million and other compensation bring her estimated 2013 salary to over 10 million...
Now that the kids college expenses are gone and the mortgage is paid off and we don’t owe anything on the cars, taxes are our biggest expense. This is true even though we are...
Growing up, my little piggy bank was used for one thing – holding money until I had enough to spend! As I grew my little piggy bank became a bank account and later, when...
