As I walked through the door at Starbucks, I noticed a friend, Jimbo, sitting in the corner madly typing on his computer. Our firm manages

At least once a year, my Texas Lutheran University students have a quiz about who has real wealth in our country and how they achieved

Warren Buffett’s company, Berkshire Hathaway, published its annual report and shareholder letter early Saturday. Rarely will I read an annual report front to back, but

During much of the 2000s, we routinely used what had been a rather obscure asset class called a Master Limited Partnership (MLP) to provide growth

As I walked through the door at dinnertime, Carol and her friend, Gail, were trying new recipes. Carol was madly stirring something when she turned

Benny and I used to work together back in my banking days. With retirement close on his horizon, he stopped by for a chat over

The new year had barely begun when Carl called to sit down with me and Warren to discuss his financial goals for 2014. I have

On December 25th the new Martin Scorsese film, The Wolf of Wall Street, opened nationwide. The film depicts Jordan Belfort and his “boiler room” operation

The best investment I have made was my education. (Thanks, Mom and Dad, for your sacrifice.) However, the cost of education continues to skyrocket. Furthermore,

For the record, I have never tweeted on Twitter. I am too longwinded for such a simple communication platform. Most of my students tweet and,

Although it was 7:30 Saturday morning, my Texas Lutheran University students were ready to go. I appreciated their discipline. We were headed to Austin for

As I walked my students through the political wrangling of the debt ceiling, I explained the implications of our government not being able to fund