It’s Good to be the Banker
Even when Not Playing Monopoly Thinking more like a banker can provide us many benefits from a tax re-positioning perspective and a loaning vs borrowing / cash flow perspective. Not too long ago, I and a client were interviewed by a reporter at Forbes about the benefits of making serial conversions to Roth IRAs over […]
The Power of Choice & The Pace of Change
Founder and former CEO of Netflix, Marc Randolph spoke at to a group of us last week about the power of ideas and entrepreneurism at the annual Excell meeting in Las Vegas. It was refreshing to hear which experiences have shaped his thinking and most importantly how he has learned much more from his failures […]
