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ROE and Dupont Analysis
"Show me the money!" - Jerry McGuire If you own a company when do you get paid? Let's imagine you own stock in a company, and that company sells a product. Does that mean you get paid? Not necessarily. The company...
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Risk in Asset Pricing
Are you a good customer? Being a creature of habit has served me well, and developing a reputation as a good customer has often meant getting more for less. I frequent a local Mediterranean restaurant because...
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Charitable Impact Strategy
Do you donate to charity? If so, would you say it's meaningful to you? A few years ago I found myself in a bit of a bind - I had donated to so many charities I couldn't remember them all when filing my taxes...
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One Thousand and One Nights
This is a story about you. One afternoon this holiday season, you're rummaging through your basement for holiday decorations when you come across a dusty oil lamp in a box underneath the stairs. Quizzically, you use your sleeve to rub...
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Recession NOW!
Alice: “Would you tell me, please, which way I ought to go from here?”The Cheshire Cat: “That depends a good deal on where you want to get to.”Alice: “I don’t much care where.”The Cheshire Cat:...
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Goldilocks Tax Shelters
Are you paying too much in taxes? Pause for a moment to reflect on the fact that the institution of taxation is an 'honor system'. Things would be much easier if the government sent you a bill for what you owed each year. Instead, you...
Read MoreMaslow's Hierarchy of Needs
Are you living your life to its highest and fullest potential? Of course, the answer is 'no' for almost everyone, because we could probably all do a little better.
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