Tag Archives: Financial Planning

Creating a Budget – See me and others on Bloomberg TV

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The Classics

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Want to become a savvy investor? Consider cracking open one or more of these investment classics. Security Analysis: The Classic 1940 Edition by Benjamin Graham and David Dodd The Intelligent Investor by Benjamin Graham Common Stocks And Uncommon Profits by … Continue reading

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Tax Advantaged Investing

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In my first post on investing I defined it, gave several examples and identified common elements.  This post focuses on the all important and not to be missed benefits of tax advantaged investing.  Tax advantaged investments are those that allow … Continue reading

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A Financial Literacy Poem

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Time and things are so rare there’s really little to spare. But desire it doesn’t care Thus there’s tension there. So create we must To avoid this bust. And though we want it all today That’s not the prudent way. Life … Continue reading

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Investing

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This post kicks off a new section of this blog, investing. Investing in and of itself is a monster topic. It’s the sole subject of thousands if not millions of books, newspapers, magazines and blogs. So I broach it with … Continue reading

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Why are thought leaders, educators and politicians so interested in financial literacy education now?

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It seems to me that serious attention to financial literacy and the means to educate people about it has grown geometrically in just the last several years.  I think its worth exploring why that may be so? Let me first … Continue reading

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WHY THE AMERICANS ARE SO RESTLESS IN THE MIDST OF THEIR PROSPERITY

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This is the second in a series on the foundations of the American economic psyche.  Once again I turn to Alexis de Tocqueville and his two-volume Democracy in America which is reprinted from the University of Virginia’s on-line version. In certain … Continue reading

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Imagine

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Imagine a world where a new invention created a virtually free and clean energy source that replaced oil. Trillions of dollars a year previously allocated to energy costs would be freed up to go elsewhere. The standard of living for … Continue reading

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Contextual Reporting – Keeping Goals in Context

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In personal finance goals are the tangibles and intangibles we want to accomplish. It doesn’t matter what they are, it could be to buy a car, a house, retire with a particular life style, pay for college or any number … Continue reading

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More about Creativity – Google

Google’s a great example of creativity on steroids. Brin and Page grad students at Stanford had a better idea for a search engine. The Stanford users seemed to love it and the buzz was awesome. In any case they approached … Continue reading

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