This is My Turn — Making Changes to Immigration
How can we fix the state of immigration in our country? While it is a complex subject with countless opinions, there are steps that can be done to change things, especially as they relate to taxes and health care. What . . . >> Read More
How Will You “Pay It Forward” to the Next Generation?
I recently had the opportunity to sit down with a sixth-generation business owner. During our conversation, we talked about their legacy and what they hoped to leave to the next generation. Many people feel they are not rich enough or . . . >> Read More
Should You Invest in the next Apple or Amazon?
Well, we’ve finally come full circle! We are getting into the social club business. I say this with a bit of a laugh, but it’s true. Starting on Monday, July 1, 2019, we will be holding a meeting comprised of . . . >> Read More
Put an End to the Runaround
You know when you call into a call center because you have a question about a warranty, a bill, an account, or you need to troubleshoot a gadget? You call, you wait for a service agent, and when you’re finally . . . >> Read More
To Roth or Not to Roth
To Roth, or not to Roth. That is the question. You see what I did there? By way of Shakespeare and his classic play “Hamlet,” I brought a little culture to the financial world. Of course, it is a question . . . >> Read More