One of the most common scenarios I come across is the struggle many people have to create permanent wealth. And most times it is not for lack of hard work. When I dig into the situation, I find that many of the …
Strategies for Evaluating and Building a Solid Banking Relationship One of the most important strategic relationships a business owner has is with his/her banker. Yet so often, we treat this relationship as a commodity. Switching banks is not something that I would …
Would you prefer your assets not become a matter of public record after you die? Do you have minor children or children with special needs? Are you concerned one of your kids will spend his or her inheritance too quickly? According to …
13 Things to Do If You Suddenly Become Filthy Rich Becoming rich instantly, or in a very short period, is part of the great American dream. It happens each and every day to someone. What many people fail to consider ahead of …
This is the time of year for making New Year’s resolutions. And I have four that are guaranteed to make your portfolio bigger, fatter and wider a year from now. So listen up… Save more. All investment begins with saving. And unlike …
Are you fretting about your lack of savings and the amount you’re putting away for retirement? Well, me too. I always do. Today I want to tell you the best way I’ve found to accumulate money beyond setting aside part of your …
Over the years many celebrities have provided cautionary estate-planning lessons, and actor James Gandolfini, who died in June 2013 at age 51, is no exception. The actor, known for portraying mob boss Tony Soprano, left a portion of his estate, widely estimated …
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Alexander Green, Chief Investment Strategist, The Oxford Club At financial conferences, I often explain that investment success isn’t about following the right predictions. It’s about following the right principles. There are six – and only six – factors that will determine the …
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