Nov 29, 2016
Between years in business school, I worked for a real estate developer on the Forbes 400 list of the richest Americans. He employed an insurance executive full time whose job was to find property and casualty coverage for his homes, artwork, and assorted toys, which...
Aug 5, 2016
Click the image below to download the fiduciary oath.
Jun 29, 2016 |
Wonder how elder fraud starts? Yesterday and again today, the “IRS” left a dire message on our home phone, threatening to arrest us. The caller warned : “Now, if you don’t return the call, then the only thing that I can do is…wish you good luck.” The IRS does not...
Mar 23, 2015
Inspired by Carl Richard’s New York Times hedge fund napkin sketch.
Mar 16, 2015
At a party this weekend, I spoke with a friend who files taxes in one of the many states that’s been breached by identity thieves. As you might guess, the bad guys grabbed his personal information, filed a 1040 with the IRS, and claimed a refund using bogus...
Feb 25, 2015 |
“Over the long run, nothing is secret.” This quote comes from Jack Legare, the hero of my thriller in progress. He was talking about Wall Street. He could have been discussing “DarkLeaks.” Huh? I first learned about DarkLeaks through Hacker News. Think of it as a 24/7...