Something that was taught to me by a broker friend of mine: look back on your investments and decide whether your position achieved the goal of the purchase or not. We as humans look back at the year and decide if it was a good year or not – which is why we make New…

The holiday season is now upon us. Gifts will be bought and gifts will be given. Michael Jackson sang that you must give love on Christmas Day and there is no greater gift than love. So, the 2nd greatest gift is the gift of ownership.  Can you name what you gave or received 3 Christmas’…

This post on generational wealth is based on a chapter in my upcoming book on financial literacy  Dr Boyce Watkins’ verbal imagery summarizes it like this, “generational wealth is a relay race”. The Proverbs say that a wise person leaves an inheritance to their children’s children. First, if you’ve survived tech layoffs, automation, and globalization…

(or, How I was blinded by Love) Part 3 of 3 It is said that love is blind, but to quote The Teacher, KRS-1 from Boogie Down Production, “Love’s gonna get cha’. You see, I loved the Fisker Karma story so much that I didn’t get out of my position in Quantum Technologies when I…

(or, Why I never bought Tesla) Part 2 of 3 Most people think that Godfather III is the worst movie of the Godfather trilogy. I don’t know about that, but in The Godfather III Micheal Corleon told his nephew, “you should never hate your enemy, it clouds your judgment”. This was a lesson I had…