Trade

September 8, 2021

Have You Ever Thought of Selling Your Business?

If you’ve ever thought of selling your business, Smart Planning Helps the Dream Come True! On a trip I took last year, I bravely walked through the San Francisco airport wearing a Chiefs jersey. The looks I got were priceless. There were a few fun shout-outs here and there, but mostly San Fran still seemed a bit sore about losing Super Bowl LIV with an end-of-game flameout. Joe, behind the airport café counter said, “What a great victory for Kansas City and depressing loss for San Francisco — right when the 49ers had victory within their grasp! This is gonna […]
September 8, 2021

Top Reasons For Business Success

There’s enough negativity in this world. From social media to newspapers to TV, haters and critics abound. As I read a recent list from Entrepreneur Magazine and Yahoo! about the top reasons for business failure, I decided to write a list on the top reasons for business success by today’s fantastic entrepreneurs. Take these with a grain of salt – they are all my opinions after 27 years in the business world. Purpose and Direction. Business owners who are clear on their purpose and why their company exists are better communicators with their team and their clients. They tend to […]
October 3, 2019

$0 Dollar Trades at TD Ameritrade

Back in 2015 when we moved your investment accounts to TD Ameritrade, we had a choice. Our choice was to pay trading fees for all of our clients OR to have our clients pay for the trading fees on their own accounts. We decided to have our clients pay the trading fees on their accounts for two reasons. (1) If we paid the trading fees, we felt we would have a conflict of interest to trade your account. Meaning that every time we placed a trade, it would cost thousands of dollars and we wanted to focus on the profitability of the trade […]
April 14, 2018

The USA vs China & the World

If you just listen to all the hype about China. You’d be convinced they are going to take over the world. There’s so much talk today about their incredible growth rate and the power of their economy; we may forget just how good we are doing in the US. Yes, it is amazing how quickly the Chinese government has forced their growth pattern. They’ve literally flooded millions of people from their hometowns with the Three Gorges project and forced them to move to the city. They are relocating 250 million people, according to a NY Times report, from the countryside to the city, […]