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Finance

May 4, 2015

A tale of two investment strategies

In today's investment world, there is a great debate among money managers about the best approach for investors looking to live off their money.

Apr 29, 2015

Finding good on Wall Street?

B Corp movement commandeered Wall Street’s jaded eye, at least for a moment, in mid-April as Etsy, an online marketplace for selling crafts and handmade goods, took its stock public on the Nasdaq Stock Market.

Apr 20, 2015

Protecting your nest egg

Many of us spend years carefully working and planning for a comfortable retirement. We assume our retirement savings are protected to some extent; but unfortunately, there are uncontrollable and often unpredictable external variables at play, such as the rising cost of health care.

Apr 15, 2015

Where to go when the bank says no

As a result of this new banking era, many borrowers are unable to obtain traditional financing and are now looking at other sources for their cash needs. 

Apr 13, 2015

What to do with that inheritance

Is there an inheritance in your future? So often we wait until the last minute to decide how we will handle an inheritance and then find out too late we made an unwise decision. Don’t let that happen to you.

Mar 30, 2015

Nasdaq's teachable moment

There is a saying coined by Benjamin Graham that is probably one of the most insightful comments on the nature of stock markets: "Price is what you pay; value is what you get." While this sounds simple, it hits at the core of what is most challenging about investing.

Mar 13, 2015

Franchisee financing

There are more than 780,000 franchise establishments in the U.S. that support nearly 8.9 million direct jobs and $890 billion of economic output for the U.S. economy. Big business and growing. But the roadblock is often financing.

Mar 11, 2015

Fish and finance

Growing up in China, I remember no matter how difficult life was, my parents somehow managed to find fish for our New Year’s Eve “feast” every year. This special dish taught me much about finances and spending habits.

Mar 9, 2015

Lessons From Warren

One of the dumbest things I ever did was sell my two shares of Berkshire Hathaway stock many years ago. “Warren Buffett is getting old,” I said to myself, “and he certainly can’t continue this kind of record!” Well, he has!

Mar 5, 2015

A study in investment contrasts

Friday, September 19, 2014. This day recently had two historic events. Scotland voted to stay together, keeping their 307-year-old union. And China, with the U.S. as midwife, floated the largest IPO in history. Why is this important?

Mar 3, 2015

Feel-good investing

There’s a growing trend within the investment industry that reflects an increasing awareness of looking beyond traditional financial analysis.

Mar 2, 2015

The currency game

You have been hearing a lot more about the strength of the U.S. dollar relative to other currencies for some time. The U.S. dollar has risen 15 percent against the Euro in the past 12 months Today, a U.S. dollar is equivalent to .87 Euros and a Euro will buy 1.13 U.S. dollars.