Unilever may scrap plans to overhaul its company structure if an exit tax proposed by a Dutch opposition party is passed.
Just text me, it’s easier!
The other day I talked about doubling down on my fans and the intended audience I’ve always thought of when creating content over the last 12 years. The topics I am most interested in discussing include investing, building companies, entrepreneurship, wealth management, financial advice, Wall Street, pop culture, books, technology, innovation, sports, music, history and […]
The most annoying job in the investment biz
Just got finished reading this story at the Wall Street Journal and I still don’t understand it. So, there’s a guy named Ben Meng who was in charge of the investments for Calpers, which is California’s gigantic public employees’ pension fund. And he also happened to own between $10,000 and $100,000 worth of Blackstone shares, […]
Attention Texas Financial Advisors
Below is a map with all of the places we have financial advisors to serve clients locally and regionally. What’s missing? Well, the big, glaring omission here to me is Texas. It’s the second most populous state behind California with over 29 million people. There are more than 500,000 households in Texas with over $1 […]
The Roaring 2020’s
As World War I came to an end, the Spanish Flu pandemic of 1918 raced around the globe, infecting as many as 500 million people and killing an estimated 50 million. Shortly after it ran its course, the United States experienced one of the biggest booms in history, the Roaring 20’s. Could it happen again? Another […]
Ben Carlson and Tyrone Ross on changing lives through financial education
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Dollar Plays
My firm’s director of Institutional Asset Management did a great Fortune column looking at the tendency of different asset classes to rise or fall concurrently with weakness or strength in the US dollar… When the dollar is up, gold, foreign developed, and emerging-market stocks tend to perform poorly. And when the dollar is down, gold, […]
10 years ago
In July of 2010, I put the blog on hiatus for a week and a half as I took the biggest risk of my life up until that point – dropping my Series 7, leaving the brokerage business and joining a Registered Investment Advisory firm. I was making a big change, from broker to advisor. […]
Tax-News.com: EU To Amend VAT Rules For Trade With Northern Ireland
The European Commission has proposed changes to the EU’s VAT rules in respect of Northern Ireland, in preparation for the end of the Brexit transition period with the UK.
It’s Directional
Johnson & Johnson announced Wednesday that it will develop and deliver 100 million doses of its coronavirus vaccine for the U.S. in a deal totaling more than $1 billion. The company’s experimental vaccine is currently in early-stage human trials and is expected to begin late-stage human trials in September, executives have previously said. The deal gives the […]