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Estate Planning For A Family Business Balances Three Roles
on September 27, 2004
with No Comments
Only 34% of family businesses successfully pass to the second generation and only 13% make it to the third generation.
Twenty Stock Market Tips
on September 27, 2004
with No Comments
If you have a large portfolio, hire a professional manager.
Estate Planning Often Includes A Living Trust
on September 20, 2004
with No Comments
Many financial products are sold through greed or fear, but estate planning isn’t one of them. Having an estate plan and a living trust is an import part of wealth management.
Bush Policy Taxes Wealth by Devaluing the Dollar
on September 6, 2004
with No Comments
The point to remember is that what the government gives it must first take away. This is true even when running a federal deficit.
The Growing Federal Deficit is Bush’s Fault
on August 30, 2004
with No Comments
In the corporate world, mismanagement can only be covered up so long. In time, those responsible are held accountable. Companies fold. Executives are taken away in handcuffs. Only in the federal government can poorly manage bad ideas and still plead they are underfunded.
Taxes Matter 5 – The Economics And Mindset Of The Rich
on August 23, 2004
with No Comments
Encourage the rich to be rich or else suffer the consequences of striving toward making us all equally destitute.
Taxes Matter 4 – Private Charity vs. Government Entitlement Programs
on August 16, 2004
with No Comments
Voting for government entitlement programs is like being generous with your neighbor’s credit card.
Op Ed: High Oil Prices are Good
on August 14, 2004
with No Comments
Let the free market work its magic. Markets are brilliant in their ability to determine the optimal value and use of limited resources.
Taxes Matter 3 – Taxes Reduce The Opportunities For Economy Efficiencies
on August 9, 2004
with No Comments
If a Democrat proposed a flat tax, they would take away the Republican’s major platform and be easily elected.
Taxes Matter 2 – The Democratic Party Has Changed
on August 2, 2004
with No Comments
We would be wiser and stronger to take the advice of Thomas Jefferson, the second Governor of Virginia who said, “A wise and frugal Government, shall not take from the mouth of labor the bread it has earned. This is the sum of good government.”
Taxes Matter 1 – The Laffer Curve
on July 26, 2004
with No Comments
Many people wish to prevent the rich from earning more money, even if that results in smaller tax revenues and a less productive economy.
Immediate Fixed Annuities Part 3 – Additional Questions
on July 19, 2004
with No Comments
Lottery tickets are also a good deal, if you win – otherwise it is just a tax on people who can’t do math.
Immediate Fixed Annuities Part 2 – Immediate Fixed Annuities – The Hidden Risks
on July 12, 2004
with No Comments
Because you can’t change your mind, and you can’t spend your money ahead of time, the best use of an immediate fixed annuity is to protect you from yourself. Call me wild and crazy, but this is not the risk I am worried about.
Immediate Fixed Annuities Part 1 – Immediate Fixed Annuities Aren’t Really “Fixed”
on July 5, 2004
with No Comments
The returns offered by immediate fixed annuities aren’t as good as they sound. The slight of hand in this case is the immediate loss of 100% of your principal. They are “fixed” for you to lose and the insurance company to win.
Atkins Investing Part 2: Low-Carb Investing Has Resulted in Healthy Profits
on June 28, 2004
with No Comments
Diversify your business and your investments. That way fads and trends won’t determine your financial success.