Investing Archives |

Qualified Small-Business Stock

Have you ever heard of qualified small-business stock (QSBS)? I doubt it, it is almost an anomaly. But there are tax benefits is you own them. You could get a nice tax break when you sell: The main tax benefit is 100% gain exclusion for many investors. Individuals who...

Star Wars

People initially questioned Disney’s sanity regarding the purchase of Lucasfilm for $4 billion, when it occurred. Since Disney’s purchase in 2012, the Star Wars franchise has generated close to $5 billion in worldwide box office revenues and in excess of $8 billion in...

The Golden Handcuffs

There are now many homeowners who want to move out of the starter house into a larger one, or smaller if they wish to contract since you are now an empty nester.  But they are locked in the “golden handcuffs” of low mortgage rates and find it too daunting to sell...

Pay yourself first

As a small business owner when cash gets tight the first thing to go is the owner’s salary, or at least a portion of it. This may not always be the right thing to do.  I know too many who pay themselves so little in wages that their SS benefits are scheduled to be...

Financial Planning

Do you have a pile of investments you call a nest egg.  Or do you have a retirement plan? I have both. The bulk of my investments are in a balanced portfolio that rebalances every quarter and the holdings are reviewed every couple of years.  Then I have an E=Trade...

Chick Fil A Franchise

I am astounded, what a sneaky business model; Chick Fil A has a brilliant plan in place. Some of this information is directly from their website. Chick Fil A has an initial financial commitment of only $10,000.  Annually 60,000 people apply, but only about 80-120 are...

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