Author Archives: Evan

Are You in a Second Marriage? Then You Should Have a Sound Estate Plan

I have had a conversation twice in the same amount of weeks with people in my life about estate planning disasters waiting to happen due to a second marriage.  Neither situation was formed from an initial ill will but both will end very bad and probably not how the testator wanted. Two Examples of How aContinue Reading

What Makes A Good Business Partner? I Have Zero Clue

When digging through my email the other night I came across an email I sent that made me laugh.  When I hit send on January 5, 2011 I could not have begin to guess what it would have morphed into nor could I imagine how much profit it would have made over the past 2Continue Reading

How Do You Feel About Advertising The Stock Not the Products The Business Makes

I was reading an industry magazine when I saw this ad.  I have seen them in the past, but for some reason this one caught my attention (nice work advertising team for Kraft).  What took me back was that this advertisement was not for a brand which was under the Kraft umbrella, but rather completelyContinue Reading

Another Reminder Why I Like My Dividend Account

I don’t pay particular attention to my dividend income since it is so low, but I was inspired the other week when reviewing a client’s file.  The individual, a police officer, built a very impressive balance sheet with his wife, an administrative assistant, but I was shocked when I saw the tax return.  This coupleContinue Reading

What do the Chilean People Know About Retirement that Most Americans Don’t?

I came across an interesting article about Chile’s retirement system which made me think that the population down there may be on to something that more Americans should take advantage of.  In fact, I find it mind boggling that we aren’t, at least in part, following their lead.  In the article, Solving Chile’s Annuity Puzzle,Continue Reading

September 2013 Divided Portfolio Watch list

After my August 2013 Dividend Portfolio watch list update I bought: 10 shares Walmart at 73.54 with commissions – $743.35 This (along with every other) update takes a snapshot of certain metrics on a certain date (this one was prepared the night of September 16, 2013). My Dividend Investment Portfolio Screening Criteria The company hasContinue Reading