Financial B-OK

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 approach will be -comprehensive, -critical thinking in nature and contrarian (at times) in comparison to … Continue reading Financial B-OK


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 video that is simple yet smart.  His approach is based on an understanding of how … Continue reading Ray Dalio and Bridgewater Associates – How the Economic Machine Works


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 rules in place and enough situations occurred that required legislation to be enacted.  Back then, … Continue reading The $6.6 Trillion Dollar Gap


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 Enterprises” by Tunde Olanrewju, Kate Smaje and Paul Willmott of McKinsey. Some take a ways … Continue reading McKinsey’s: The Seven Traits of Effective Digital Enterprise


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 for others to write a 1000 word essay or less with their thought provoking views. … Continue reading Barron’s: Accounting Games Companies Play


Top Five Wealth Building Factors

Today I found this Survey $25 Million Plus Investors 2012 by Spectrum Groups.  The site had some good insights that I would like to share plus I added my two cents.  Here are their top five factors: 5)  In the Right Place at the Right Time Being in the right place at the right time.  For large investors … Continue reading Top Five Wealth Building Factors


Warren Buffett – Value Strategy on Purchases

I am listening to an audio of the life of Warren Buffett called The Snowball. Interesting observations so far (half way through the audio book). While these are not overt observations depicted in the book, you can draw the conclusions. For most folks, their home is where a majority of their wealth is resides. At … Continue reading Warren Buffett – Value Strategy on Purchases


Corporate Culture: The Sleeper in a Company’s Valuation Equation

I recently heard a story of a woman who bought a CPA firm.  In essence, she believed she was paying for the client list of the seller.  She had the seller sign a non-compete agreement to protect the customers.  She also agreed to keep the two tenured employees onboard as part of the seller’s request.  … Continue reading Corporate Culture: The Sleeper in a Company’s Valuation Equation


Latest Articles

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

January 27, 2015

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 mission to connect people through lending to alleviate poverty.  Kiva does this by leveraging the … Continue reading The More You Give The More You Get – A Life Truth

Career Advice You Wish You Had Received

January 26, 2015

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 the subject after the meeting (it is being held in early March 2015, so stay … Continue reading Career Advice You Wish You Had Received

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