The Importance Of Asking Good Questions

24 Jul
Good questions

About 3 months ago I decluttered. Not the horrible kitchen cupboard which has everything from screw drivers to toothpicks, sea shells, and a hairbrush the dog chewed. I decluttered mentally. For the uninitiated or curious, you can read the background here. The results so far have shocked me. My productivity has quite literally blown through the roof. […]

What investors need to know about USAs FOREX rules

23 Jul
American Forex rules

US lawmakers dropped a nuclear bomb on the Forex industry called “Dodd-Frank” which implemented a series of rules and regulations that killed all life in the budding Forex industry, in USA.  We explain this is detail in Splitting Pennies – Understanding Forex; the rules are widely misunderstood, and widely catastrophic for trading Forex.  You can […]

Robo-Advisors Vs. Humans: Gauging The Outer Limits Of Automated Financial Advice

19 Jul
Automated Financial Advice

The use of robo-advisors is on the rise among investors looking for an alternative way to get help with financial planning. In fact, a report by the consulting firm A.T. Kearney predicted that robo-advisors will be managing 5.6 percent of Americans’ investment assets by 2020, up from 0.5 percent when the report was done in […]

Split to Be Tied!

18 Jul
Split Dollar Arrangement

Looking Beyond the Morrissette Decision and Around the Corner for Inter-Generational Split Dollar I have had the opportunity throughout my career to know top life insurance agents as well as several top estate planning attorneys. In my view, the best life insurance salesman are the best salesman for any product or service. After all, it […]

Anyone Can Win In A Difficult World Given The Right Tools

15 Jul
Right tools

Boston, MA, July 14, 2016 – Inept managers, poor communications, mismatched core skills and expectations, boss/subordinate disconnects: there are millions of reasons to be unhappy on the job. Now, award-winning author Beverly Flaxington gives readers solid, simple strategies for enjoying and succeeding in their business and personal lives in her books, Self-Talk for a Calmer […]

Wealth and Families – Book

14 Jul
Wealth and Families

Wealth and Families traces its roots to a family member’s request that Howard Stevenson, Harvard Business School professor emeritus, share what he has learned from experience about investing, wealth, and life. Wealth. It’s a nice problem to have, but the financial uncertainty inherent in today’s world means that no one can afford not to think […]

3 Tips To Help You Navigate The Treacherous 401(k) Waters

13 Jul
3 Tips To Help You Navigate The Treacherous 401(k) Waters

A 401(k) is the primary retirement-savings vehicle for many Americans. But despite the 401(k)’s importance, the average participant’s only investment strategy is to plow money into the accounts – then do nothing. They rarely if ever make changes to the investment selections their plans offer. “I’ve known people who had the money in the same […]

Don’t Let Overreaction To Brexit Drive You Into Panicky Investment Decisions

10 Jul
Brexit in a Morgan Triptych

The British vote to leave the European Union – commonly referred to as the Brexit – seemed to catch much of the world by surprise, at least temporarily shook up the markets and left many people wondering whether they should act quickly to protect their investments. But puzzled American investors should wait to see how […]

Event in Monaco Unites US Companies with European Institutional Investors

09 Jul
Monte Carlo, Monaco

New York, NY & Monte Carlo, Monaco – July 7, 2016 – Small Cap Nation™ (SCN™) and Monaco Growth Forums by Andreea Porcelli™ today announced that Small Cap Nation has been selected as Media Sponsor for the upcoming event.  Monaco Growth Forums is an exclusive, invitation-only conference highlighting growth companies seeking capital and/or greater exposure. […]