The light bulb

I have a client who has an adult child, that has some issues, and they want to make sure that they are in essence providing long term care. I recommended that they buy a six flat where they can earn enough from the 5 units so their child will always have a place to...

Raising the 1% or the 1%

I was reading and article on how the Uber wealthy raise their kids to be the next leaders of the industry and the world. These three “rules” are common themes To set children up for success, parents should practice honesty and let kids make their own mistakes. Setting...

What’s in a name

Have you ever wondered why the 3 Musketeers bars is called what it is?  I remember that name as odd when I was an idiot child.  I saw Athos, Porthos and Aramis on the label and left it at that. D’artagnan was the 4th Musketeer.  The Musketeer names I found out later....

Beware the future of e-currency

One of my virtual currency investing clients strongly suggested that I become an expert is how the IRS handles the taxation aspect of virtual currencies.  I agree with this advice. Virtual currencies are out there and everyone seems to want to get in on the ground...

Bitcoin

I was meeting with a client and we were discussing the markets and our investments.  He stated that he bought into Bitcoin and a diversification measure. He believes e-currency is here to stay and believes that Bitcoin will at least in the near future be the big...

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