Generosity Wealth Management
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Definition: Leveraged Buyout LBO
Defined: The acquisition of another company using a significant amount of borrowed money (bonds or loans) to meet the cost of acquisition. Often, the assets of the company being acquired are used as collateral for the loans in addition to the assets of the acquiring...
How to Prepare a Fugu Fish
I'm like the Swiss Army Knife of Financial Advisors, in that I worry you may be asked to prepare a Fugu Fish (bursting with tetrodotoxin, a poison hundreds of times more deadly than cyanide) and not know what to do. Fortunately, you'll have read my newsletter and will...
First Quarter and into the Rest of the Year
The first quarter is now behind us, but all the excitement happened in the first week of April! After reaching new highs, the unmanaged stock market indexes pulled back a little bit, so the question we have to ask ourselves is "what does this mean for the rest of the...
Confidence in Retirement
One third (1/3) of workers and retirees have less than $1,000 in savings and investments in their retirement nest egg. Only 44% have done a calculation to find out how much they should be saving. With longer life expectancies, your retirement years can be the best...
Gas Taxes Across the Country
Summer is right around the corner, so I thought I'd share the really cool chart above (and link below for interactive) for the various state gas taxes across the country. As a side note, I'm curious to see how gas taxes are addressed by states going forward. With...
Some Words to Live By
I saw the below in a blog by Seth Godin (who I absolutely love), and it really struck home to me. They're definitely words of wisdom that I try to put into my practice as I'm working with clients and living my life "Most of the time, people don't want a refund or a...
