Recently a client (and good friend) posed a question to me after hearing a sermon preached on the gospel story of the rich, young man, where Christ tells this man to “go, sell what you have and come follow me.” One of my friend’s questions was this: Am I not supposed to save, but (Continued)
Occasionally I come across something in my industry that can only be the portent of bad things to come. Consider this excerpt from an email I received from my brokerage house: As you may know, brokerage firms will be required to report to the IRS detailed cost basis, gain and loss, holding period and other (Continued)
Let me say from the front end that I am not going to fully explain that cryptic title in this article. For the full explanation of it you will have to agree to two things: First, to read a book that I will provide to you, and second, to sit down with me and allow (Continued)