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Category Archives: Investing
The Dow Jones Hits a Milestone
The Dow Jones hit 13,000 today. A milestone for 2012. The question is, are you leaving money on the table? Watch my video to find out.
Posted in Entrepreneurs, Investing
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Obama’s 2013 Budget Plan and Your Portfolio
What Obama’s 2013 Budget Could Mean for Your Portfolio Here is a summary of what Barack Obama is proposing for his fiscal 2013 budget. Dividends received by high wage earners (singles over 200k and married couples over $250k) would be … Continue reading
Posted in Investing
Tagged investing, investment portfolio, Obama's 2013 budget, portfolio
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Don’t Let Financial Surprises Catch You
Financial Surprises That Make You Want To Hide. Financial surprises are like those times when your phone rings at the movie theater. (You thought for sure you turned if off.) It freaks you out and you spill your peanut M&Ms … Continue reading
Posted in Budgeting, Entrepreneurs, Investing, Taxes
Tagged alternative minimum taxes, financial surprises, taxes
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Should You Still Invest in Gold?
Invest in Gold. Still a Smart Move for Your Portfolio Wow, another reminder to invest in gold! Debka.com is reporting that India will use gold to buy oil from Iran. India spends around $12 billion dollars a year to buy … Continue reading
Invest in Your Business or Retirement?
Whether To Invest in Your Business or Retirement. It’s Not an Either-Or. I get this question all the time from business owners about where to invest. Should you invest in your business or should you invest in an IRA for … Continue reading
Posted in Entrepreneurs, Investing, Retirement
Tagged invest in your business, roth, Roth IRA
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What Financial Risks Equal Rewards Event
Thanks Everyone! A big thanks to all of you who attended my workshop last night on how to take financial risks with your business. You were awesome! Hope it helps all of you reach your revenue goals for 2012! You … Continue reading
Posted in Entrepreneurs, Events, Investing
Tagged business, entrepreneurs, financial risks
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What Financial Risks Equal Rewards?
Where To Take Financial Risks in Your Business & Where To Play It Safe Should I upgrade my technology and software? Should I hire an employee? Should I invest in a new product line? We’ve all been there. Should I … Continue reading
New Year Resolutions for Your Finances
Start off the new year right. Make these resolutions for your finances. One of your new year’s resolutions may be to take your relationship with money more seriously. Here are 7 resolutions for your finances you can make right now … Continue reading
Posted in Insurance, Investing, Taxes
Tagged investment portfolio, resolutions for your finances, retirement, taxes
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4 Year CD Goldman Sachs Style
New 4 Year CD Tied To DJ Industrial. Will Wall St. Ever Learn? Check this out. Goldman Sachs is selling a 4 year CD that is linked to the Dow Jones Industrial Average. Another product designed by Wall St. to … Continue reading
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Can You Get In On the Facebook IPO?
The Facebook IPO Is Coming Soon But How Public Is It Really? You love Facebook. You believe in it. You want a piece of it. So you want to get in on the Facebook IPO. But to do that, you … Continue reading




