Insulating Against Tax Scams
When a judge asked a man why he perpetrated an internet scam the thief bluntly replied, “It is so much easier to rob someone with
When a judge asked a man why he perpetrated an internet scam the thief bluntly replied, “It is so much easier to rob someone with
With the Presidential election around the corner it seems no one is happy. One CNBC commentator stated with the slate of candidates it is guaranteed
Recently, ABC broadcast a two-night miniseries profiling the life and crimes associated with the $65 billion Ponzi scheme perpetrated by Bernard Madoff and his henchmen.
Walter and Jennifer were new clients seeking help with their investments. However, we have never met a person who only had investing needs. Usually, a
As we sat down for our quarterly endowment meeting Gary said, “Dave, give us some good news. The beginning of the year has not been
Congratulations. You overcame the 292 million-to-one odds and picked the numbers for the first-ever billion dollar lotto. Before you jump for joy, scream from the
Assuming you survived the parties, the eating and the football games, now it is back to reality. A new year has arrived with many of
Despite the Federal Reserve increasing interest rates, investors looking for income continue to struggle. With rates stuck near zero for much of the last nine
Black Friday has come and gone, along with the overwhelming supply of “must-have” gifts for Christmas this year. If you didn’t get the latest drone,
After teaching at Texas Lutheran, we hopped in the car to head home. Instead of the usual discussion of finance, politics and sports trivia we
Wally Weitz TLU Lecture: https://www.youtube.com/watch?v=PBIoM7vBo_8 After discussing Ben Graham’s book The Intelligent Investor and his value investing foundation, Wally Weitz expanded upon his 40-year career with my Texas
With the financial markets dropping more than 10% between July and August, it was appropriate that Wally Weitz, who embodies calmness and discipline, lecture my