The Million-Dollar Matrix The Matrix isn’t real, but it provides some interesting insights into what it takes to accumulate $1 million. Buy-and-Hold: Hanging on, or gone for good? A popular accumulation strategy is taking a pounding in the financial media. A little bit of insight into why a “logical” theory doesn’t deliver real-life results. Warren [...]
THE ISSUE IS INCOME The bottom-line objective of any individual financial program is to provide an ongoing stream of income to meet the necessities and pleasures of life. This issue addresses several topics that emphasize the importance of income planning. How Long Can Your Human Asset Keep Paying Dividends? When Time magazine’s cover declares “Jobs [...]
5 Minutes on the Couch + 10 Minutes in the Library = A Plan for the Information Age A look at how psychological biases sometimes get in the way of preparing for change, and how changes 30 years in the making may shape your financial future. (Comes complete with recommended principles of action!) [...]
None of you really want to hear my opinions on the general bailout package passed by the Senate last night, but I felt it my duty to inform you of the implications of the added section regarding mental health (since some of you are obviously crazy). NAHU (National Association of Health Underwriters) sent me a [...]
OUTRUNNING THE FINANCIAL LIONS–Here’s a new take on a popular fable. Everyday, three financial “lions” come roaring after you. Find out who they are, and what you can do to avoid being caught by them. BUY-SELL AGREEMENTS–Many profitable businesses are built on the combined efforts of two or more people. But what happens when one [...]
The March edition of the Financial Times is out: READY FOR A PEP TALK? With all the economic bad news, the natural reaction might be to cut your losses, cut your expenses and retreat. But even in bad times, asking the question “How can I be most productive in this moment?” may yield some [...]
Elon Spring Open House Saturday, April 5, 2008 Please note that this event is for high school juniors and transfer students. Registration is required for attendance. Schedule 8 a.m. Check-In and Continental Breakfast Koury Center Concourse 8:45 Welcome and Admissions Information Session 9:30 a.m. Campus Tours with Elon students 11 a.m. Exploring Majors with faculty [...]
Below are some notes on the February edition of the Financial Times. IF YOU SAVE TOO MUCH, DOES IT HURT THE ECONOMY? According to some prominent economic thinkers from the past century, individual saving can actually make bad national financial situations even worse! So right now, with the sub-prime mortgage crisis, high fuel prices and [...]
The January edition of the Financial Times is linked at the bottom. Here’s my summary: THE REASONS NOT TO–Sometimes the best way to understand why you should do something is to also understand why not to do it. An article about what you can learn from a good financial professional by asking what not [...]
Some Key College Admissions Facts: Currently, more than 17 million students are enrolled in college, an all-time high. Grades in college prep courses, strength of curriculum, SAT/ACT Scores, and overall Grade-Point-Averages are the top factors in the admissions decision. Approximately 75% of 4 year colleges reports an increase in the number of applications they are [...]