Beach Reading without Congressional Oversight

There's plenty to discuss from the headlines these days. But this summer I've been buried with edits to my next novel, The Gods of Greenwich. And I'm staring at a few deadlines now. With this post, however, I'd like to take you back to the summer...

Asset Protection: 10 Tips for Every Investor

What is asset protection? As a stockbroker, I warned clients about “predators and creditors.” Let’s face it. We live in a litigious world. Get in a car wreck, and your assets may be attacked. Homes. Family businesses. Savings. And predators...

Computer Disaster Story

Not for the Squeamish That’s right. Today, it’s Worst Case Wednesday. And here’s a true story. Several years ago, I was working late on a monstrous spreadsheet with 50,000 cells of data. Don’t ask. As I reached for my coffee, I inadvertently...

Stockbrokers—Three Steps To Build Trust*

Hint: Lose The Jargon About Fiduciaries Congress and the usual suspects, according to The New York Times, are debating legislation that requires stockbrokers to act in their customers’ best interests. Excuse me? These laws don’t exist? At issue are legal standards:...