April 2008

Q & A with Chuck Carlson: Friend to the Small Investor

April 30, 2008

This posting is a question and answer session with Charles B. Carlson. Mr. Carlson is a prolific author and nationally recognized expert on dividend reinvestment plans. Carlson is a chartered Financial Analyst and holds a MBA in business from the University of Chicago. His commentary has appeared in publications such as Barrons, Forbes, Business Week [...]

Read the full article →

Saving Money While Eating at Work

April 30, 2008

Hello All, To get Wednesday started off, we wanted to share some tips on saving money while you’re in the office. 1) If it’s available, drink work coffee. Office coffee is often free, Starbucks can cost more than 4 bucks. If you are lucky your work even has Starbucks coffee (though it is never as [...]

Read the full article →

Book Review: A Million Bucks by 30

April 29, 2008

This posting is a review of Alan Corey‘s A Million Bucks by 30. The book is the story of how reality tv sensation Alan Corey went from being nearly broke to being a millionaire by the age of 28. The book is partly a guide on investing, partly an entertaining story. There are a couple [...]

Read the full article →

How Much Should You Budget?

April 29, 2008

My wife’s sister messaged her on Skype the other day. She was curious as to about how much she should be spending on common household expenses. Well, we were curious also and decided to hit the books to see what good rules of thumb are. According to the Motley Fool, you might consider the following [...]

Read the full article →

Spend it?

April 29, 2008

Listening to the news this morning on my way back from Dubai to Kabul I couldn’t help but ponder the question these days of what to spend the tax “rebate” on. First, I want to say that I think it is incredulous that the US Government has the gull to call it a “rebate” when [...]

Read the full article →

Q & A With Gregory Curtis: Super Wealth Manager for High Rollers Part 2

April 28, 2008

For today’s posting, we are pleased to bring you the second part of an interview with Gregory D. Curtis. Called a “super wealth manager for high rollers”, Mr. Curtis is the Managing Director and Chairman of the Pittsburgh based Greycourt and Co., a private investment firm exclusively serving clients with $25 millon or more of [...]

Read the full article →

When to buy Gas?

April 27, 2008

With gas prices continuing to rise, those of you with cars out there might be wondering how to shave off your bill at the pump. Here are a couple of tips to help your personal finances bottom line: Buy on your way to work. Most stations hike their prices about 10am, according to Brad Proctor, [...]

Read the full article →

Making Sense of Banking in the 21st Century

April 26, 2008

Hi All, This video is a speech by the CEO of US Bankcorp. If you’ve got some spare time today, feel free to give it a watch. Some of the CEOs comments are bit self serving. That said, its an excellent overview of the US banking industry and is one of the better money talks [...]

Read the full article →

Capitalism and Shareholder Activism

April 25, 2008

This posting is on the topic of shareholder activism and its role in the capitalist system. Although often misunderstood, shareholder activism is derived from the fundamental purpose of corporations under capitalism. Activists sometimes get a bad reputation in the media. They are often accused of having an “agenda” or disdainfully described as attempting to “hijack” [...]

Read the full article →

Money Where You Want It

April 25, 2008

I know this post may not relate to those who live within the comfort of their nearby banking institute, but a challenge that I’ve been facing overseas has to do with liquid cash. Back in January I took a business trip to Southeast Asia and had to front money for my trip, since getting an [...]

Read the full article →

← Previous Entries