Why Do We Rarely Buy Disability Insurance?

“The only thing wrong with immortality is that it tends to go on forever.” –Herb Caen I remember getting the call from my wife. She was back in Charlottesville spending a week at her home office while I stayed in Texas. She’d started getting a slight tremor – a tic like she was shaking her […]

Once You’ve Won, Stop Playing the Game!

“All Steve [Schwartzman, Blackstone’s CEO] kept saying throughout breakfast,” my friend told me, “is ‘how the F* is Larry Page worth $15 billion and I’m only worth $3 billion’.” –via James Altucher (source) When people think about how money relates to their personal life goals, they usually go through four stages, which are different from […]

Employee Stock Purchase Plans and Stock Options – Your Investing Archimedes’ Lever?

“Δός μοι πᾷ στῶ καὶ τὰν γᾶν κινήσω “ (translated) “Give me a lever long enough and a fulcrum on which to place it, and I shall move the world.” –Archimedes In the last article, “Investments Where You Can Influence the Outcome” we talked about investments where, rather than doing your research beforehand, investing your […]

Investments Where You Can Influence the Outcome

“Every man gotta right to decide his own destiny.” –Bob Marley I recently read a blog post by venture capitalist Fred Wilson about how they focus on the company that they invest in, not necessarily the investment. One sentence really stuck out to me: Venture capital is one of those asset classes where you can […]

The Ultimate Guide to Managing Your Career

Zone of potential agreement (ZOPA): The area where both you and the person you are negotiating with would accept an offer. When you think about how you’re going to earn and save enough money to hit your financial goals, it’s really easy to think about how you can cut expenses. Cut lattes! Recycle dryer sheets! […]

Where’s Waldo? My Recent Appearances

Occasionally, others ask me to share some insight with their audiences on a variety of personal finance topics. I’m always grateful to them for sharing the opportunity. Here are a few of my recent appearances for (what I hope is) your reading pleasure: Unstuck | How to Fix Your Worst Money Mistakes So you’ve made […]