Generosity Wealth Management
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Time to Buy Municipals?
I've been negative on the finances of state and local governments for some time, and continue to believe it will get worse before it gets better. This article takes a contrarian view, particularly on the debt, which I want to present to you. He argues there are...
Understanding Risk Management
John Paulson, a smart, rich, and successful hedge fund manager, has some pretty good words about "Risk" in a paper he recently published. Put simply, you have to understand what the Risk is before you come up with bumper sticker phases like "if you watch the downside...
10 Tips for Charitable Giving During Retirement
Just because you're retired, doesn't mean you can't be charitable if that's one of your goals. But, to get the most out of your giving, I have some tips for you. Here are 10 tips LINK TO FULL ARTICLE
I’m in East Africa right now
While you're reading this blog, I'm in East Africa working with 2 charities--BeadforLife and Bearing Witness Rwanda. Both are great organizations and I look forward to sharing more with you upon my return. As all my clients know, even when I'm out of town I watch...
Quarter End Review / Preview
This week's video is my 1st Quarter Review and my 2nd Quarter Preview. The first quarter was good (yeah!), and I list the items I'll be watching and thinking about for the 2nd quarter. A must see video (if I do say so myself). TRANSCRIPT: Hi Clients and Friends, Mike...
Large Selling in European Bonds
I'm a broken record. Europe continues to be sick and will slow down the global economy. The worst with Europe is not over. It's the end of the beginning, not the beginning of the end. What does this mean for you? I'm not a fan of a large holding in Europe....