Free Newsletter
What’s old is new again
Every day, I’m reading about a new thing in the startup world. Big corporations are splitting in two or spinning off divisions that are being funded by VC firms. The amount of VC investment each quarter is growing, with us now in the $10 billion / quarter zone, rather than the $10 billion a year z...
The Denver Investor Pulse Poll
Morgan Stanley recently released findings from the “Morgan Stanley Investor Pulse Poll” of 1,008 U.S. high net worth (HNW) investors age 25 to 75 with $100,000 or more in investable household financial assets. In this article, we examine findings from the survey with respect to financial roles and responsibilities among couples. Most Couples Have Balanced […]
Behavioral finance: The latest craze
If the masses are irrational, emotional fools, can they be exploited? If greedy investors are bidding up the market to insane levels and fearful investors are dumping high quality stocks at bargain-basement prices, surely there is an opportunity for the patient, rational, long-term investor to tak...
The folly of financial inflexibility
In early 2009, the financial press was dumping praise on any mutual fund manager who had evaded a bulk of the stock market decline. These managers were lauded as heroes, visionaries with the keen insight to see that the worst market and economic environment for 80 years had been just around the c...
Seven secrets to getting the startup bucks you need
Ever wonder why some startups get investment capital while others struggle, fade and disappear?
Key differences in reporting standards
In the first article in this series, we explained the concepts behind the American Institute of Certified Public Accountants release of its guidelines called Financial Reporting Framework for Small and Medium-Sized Entities (“FRF for SMEs”). The FRF for SMEs provides an alternative to U.S. GAAP f...
The secret to financial freedom
In my relatively young career, I've had the privilege of working with a great many clients from all walks of life. School teachers and successful entrepreneurs, young married couples and retired engineers, doctors, dentists, lawyers and accountants. How all of these people reached (or are reaching...
What you don’t know about retirement…
So much has changed since the days when your parents were planning their retirements—and it can be challenging to keep track of what’s new that could affect you. Most everyone knows about the prospect of longer life expectancies and how that will impact their retirements but are unfamiliar with the other factors that could make […]
Accounting relief for small business
Recently, the American Institute of Certified Public Accountants (AICPA) released a new financial reporting framework. The framework is available for private companies.
Tax inversions 101
To many Americans, this tax inversion move is unpatriotic because it is perceived as a tax dodge. However, if CEOs are charged with looking for ways to increase the bottom line, particularly when revenue growth is getting harder to find, then reducing corporate taxes is an easy way to boost profit...
Rundles wrap up: The ever-higher cost of higher education
There is something like $1.2 trillion – yes, with a “T” – in outstanding student loan debt in this country, and the number is rising precipitously.
Top Company 2014: Financial services
“We are in the business of helping consumers and small businesses get back on their feet,” says Paul Larkins, SquareTwo Financial CEO. It's no wonder they are a top company in financial services.
