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Most small-business owners look forward to the day when they no longer have to work and can retire (or semi-retire) knowing that they have sufficient assets to provide a comfortable retirement. Having sizeable investments is only part of the equation; you also need to ensure that these investments can be converted [...]
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Continue ReadingSmall-business owners who don’t have all of their wealth tied up in their businesses usually prefer to take an active role managing their own investments. Over the long-term, prudent equity (stock) investments provide solid returns that beat inflation and other investment alternatives.
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Continue ReadingI’ve written several articles recently on the lack of participation and planning on the part of business owners when it comes to preparing for retirement. Small-business owners tend to concentrate most or all of their wealth in one asset: their company.
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Continue ReadingAccording to a recent study by T. Rowe Price, over 70 percent of investors aged 21 to 50 list retirement savings as their number one financial goal. But when compared to how they actually spend their money, there is a clear mismatch between what they say is their goal and how [...]
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Continue ReadingOne of the most stressful retirement-related decisions is choosing when you will actually do it. If you retire too early you may not have enough money to cover your expenses for the rest of your life; retire too late and you are missing out on the joys of retirement.
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Continue ReadingSince July of this year, new fee-disclosure rules took effect that requires full disclosure of 401(k) fees and expenses by financial firms offering to administer these plans. This disclosure, however, doesn’t apply to sales and marketing materials like PowerPoint presentations which are typically used to convince business owners to offer their [...]
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Continue ReadingWith the 2012 elections now over, one major unknown for investors has been answered. Obama’s re-election will have a significant impact on many industries and investors need to take this into account when making investment decisions.
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Continue ReadingMany people believe that one political party or another is better for investment returns. According to a new study published, though, whoever wins a presidential election—Republican or Democrat—has far less impact on investment returns than most people think.
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Continue ReadingAccording to Tiger 21, an investment club whose members have a minimum of $10 million to invest, millionaires like to keep their stock buying simple. While many think that these multimillionaires invest in exotic offshore hedge funds, the reality is their portfolios are far more boring—so much so that you can [...]
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Continue ReadingMany successful entrepreneurs choose to become angel investors after a successful exit (i.e. selling their companies for lots of money). But according to Andy Rachleff, CEO of Wealthfront, co-founder of Benchmark Capital, Stanford professor and University of Pennsylvania Trustee, this is a losing proposition.
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I can teach you proven strategies for growing sales and for raising money from investors. I founded EcoFin Media, Trans 24/7 and Proximo International.
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