Newsletters

Why Millennials Matter

No investor can afford to ignore the millennial generation, nor can they allow themselves to make false assumptions based on ill-informed stereotypes or near-sighted typecasting. This report explores the ways that the millennial generation is different, and how the impending shift of economic power will significantly influence their expectations and potential compared to prior generations. […]

Newsletters

Investor’s Guide to Corporate Governance

Investors rely on a board of directors to oversee the company’s activities and set its broad strategic direction. The board, in turn, relies on an executive management team to run the business. Investors need to understand what incentives boards and management teams have to act in shareholders’ interest rather than follow their own agenda. Corporate […]

Newsletters

Investing in Education, Beyond the Private School

When you think about investing in education, you probably think about private schools. But do you think about increasing global access to the internet and smartphones allowing students to learn remotely? These systems are cost effective for the student and scale-able for the entrepreneur. Application software design, digital content creation, and multimedia learning solutions are […]

Newsletters

Advice for Young Families

Too young to plan, not enough assets to worry about it, I’m healthy, nothing’s going to happen to me, I’m too busy building wealth. Parents of adult children, you’ve heard it all (adults, we’ve said it all!). Whether you’ll keep banging your head against the wall or not, here’s a report you can forward to […]

Newsletters

The Problem With Goals

Wealth planning is all about formulating strategies to achieve your goals. Simply identify your goal and then link that goal to investment decisions. Problem is we’re not great at articulating, prioritizing, and sticking with our goals. The first very short article talks about why goals-based investing fails. The second article walks you through a solution […]