Penny Stock Fraud? One Crazy Story…

A Business Valuation Blog?  Not Today, Check Out This Craziness…

Alright, so I honestly set out today to write a bit about the concept of BUSINESS VALUATION,  a very important facet for some of my clients who run their own enterprises.  It’s a big deal (there are entire companies devoted to business valuation), but as I started my search for inspiration today, I instead uncovered one of the strangest stories I’ve ever seen, coming from the pages of a Wall Street Journal blog no less.  If you think I’m exaggerating, let me share the first sentence I read, the one that immediately pulled me in:

“How can a social network that no one has ever heard of suddenly be valued at more than $6 billion?”

Now that’ll wake you up, right?  6 BILLION! 


Should I Buy or Lease a Car?

It’s a source of stress for most of us at some point during our lives — time to get a new vehicle.  It’s always a great feeling when you drive off in a brand new automobile, but buyer’s (or leaser’s) remorse is not a great feeling, pretty much ever.  It’s not easy to get clear-cut advice, let alone in easily-digestable video form, but after researching a while, I finally found this short-but-sweet video, as seen on Business Insider, that can really help.  Hope you enjoy it!

Credits: Buy Or Lease A Car – Business Insider


How to Choose a Financial Advisor

 I know this often comes across as simply common sense, but you might be surprised how often people speed through the opening step to your eventual financial freedom, retirement, etc., which is selecting the right financial advisor for your needs.  You’re essentially preparing to build a house, and starting with a solid foundation is of the utmost importance.  You wouldn’t put a house down on muddy, unstable swampland, right?  Get the foundation right, and the rest of the process will move more smoothly, with a greater sense of stability as well.


Why Your Retirement Will Look Much Different Than Your Grandparents

No matter what financial level my client has reached, he or she always puts one thought front and center when we first sit down to create a plan — RETIREMENT.  Over the past few decades the retirement savings landscape changed drastically, and it’s crucial that you roll with these changes.  Here’s an excerpt from a great article by Matt McCoy, where he focuses on the 3 reasons why your retirement will look much, much different than that of your grandparents’ (and that’s not necessarily a bad thing either)…


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