Category Archives: Investing

The More You Give The More You Get – A Life Truth

Back in December 2014 I received one of the best gifts I could have ever imagined from my team.  They gave me a gift card to KIVA.  If you are not familiar with Kiva, it is a non-profit organization with a … Continue reading

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Career Advice You Wish You Had Received

I have been asked to participate in a panel discussion on Career Advice I wish I had Known Earlier On. I am looking forward to this panel discussion.  I will share the results of the session and post my thoughts on … Continue reading

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Financial B-OK

This page is dedicated to developing a Full Financial Body of Knowledge (BOK) from a business and personal financial planning perspective.  This page is geared for Millennials and all others that want to learn and expand their financial knowledge.  The … Continue reading

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Posted in Investing

Ray Dalio and Bridgewater Associates – How the Economic Machine Works

Ray Dalio, the largest Hedge Fund Manager of Bridgewater Associates with over $165B under management, has come to the conclusion that it is important to share his framework on macro economics.  He has put together a great 30 minute animated … Continue reading

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Peter Thiel and Warren Buffett Have Interestingly Similar Views

This weekend I finished reading Peter Thiel’s Zero to One: Notes on Startups, or How to Build the Future  which debuted this past week.  It was a great read utilizing interesting methods to deliver his message whether philosophical, Shakespearian or contrarian.  I would … Continue reading

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IBM Co Investing in Training – Employees Staying Relevant in this Fast Pace Technological Society

Computerworld broke this week that IBM recently distributed a letter to a select group of IBM employees.  According to Computerworld, a copy of the Sept. 12 memo was sent to IBM employees in its Global Technology Services strategic outsourcing group. The memo … Continue reading

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Instead of Being Interesting, Be Interested…..In Constantly Learning.

I recently read a Harvard Business Review article: The Best Leaders are Insatiable Learners. The author, Bill Taylor, discusses one of the more revered and read speeches of John Gardner  and the importance of constantly learning, growing and renewing yourself.  … Continue reading

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The $6.6 Trillion Dollar Gap

Tomorrow marks the 40th Anniversary of The Employee Retirement Income Security Act (ERISA) that was enacted on September 2, 1974.  The history behind ERISA is quite interesting.  At that time pensions were popular yet there was not a lot of … Continue reading

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McKinsey’s: The Seven Traits of Effective Digital Enterprise

I host a series of mentor sessions, which I truly enjoy. It gives me an opportunity to share great materials and learn from the mentees.  For this week’s session, I had the team read “The Seven Traits for Effective Digital … Continue reading

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Barron’s: Accounting Games Companies Play

Each Saturday morning I look forward to my electronic copy of Barron’s.  It is to those who enjoy a morning cup of coffee and the paper my equivalent enjoyment. Barron’s offers a section called “other voices” which is the ability … Continue reading

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