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  Throughout the life of this blog I have talked about my desire to create multiple streams of income. While I have been trying to do more side legal work in addition to my day job and I have my prosper account up and running, I have yet to create a dividend based portfolio which is Continue reading My Introduction to Dividend Investing and Multiple Streams of Income February 24th, 2010 | Tags: dividends, Investing, Investments, multiple income streams, passive income | Category: Investments | 18 comments
When everything was going down with UBS, a different Swiss banking firm came out with a very strongly worded letter bashing the United States. I have no idea how this possibly got past my radar, but it did. The Swiss Banking firm, which claims to be the oldest in the country, founded in 1741, is known as Wegelin & Co. Continue reading Switzerland Oldest Bank Says F.U. America 
I recently wrote that it doesn’t matter whether you make $46,000 a year or $460,000 the basics of personal finance are always the same, and one of my readers/fellow blogger, Investor Junkie, made a comment, @Evan: It would be great if you could write a few blog posts on your observations you’ve had working with high Continue reading Three Common Qualities of High Net Worth Individual’s Balance Sheets January 31st, 2010 | Tags: business, high net worth, Investments, work | Category: Personal Finance | 51 comments
I have discussed how I use the Free Morningstar Instant X-Ray tool, but Morningstar is more known for its mutual fund rating system. Who hasn’t heard the terms, “5 Star Fund, 4 Star Fund, etc.” but what does that actually mean? How does Morningstar calculate the Star Rating System? Russel Kinnel, Morningstar’s Director of Mutual Fund Research Continue reading How do the Morningstar Star Ratings Work? Are Morningstar Ratings Accurate? December 1st, 2009 | Tags: fund rating, Investments, morningstar | Category: Investments | One comment
Despite having my Series 6 and 63, I am not an investment expert, by any means, nor do I pretend to be. Luckily, there are free tools out there for people like me to allow me (and maybe you lol) to analyze your portfolio and investments. I personally use Morningstar X-Ray Tool* What is Morningstar? From their website, Morningstar Continue reading Using Morningstar’s FREE Instant X-Ray Tool to Evaluate your Portfolio August 20th, 2009 | Tags: free stuff, Investing, Investments, portfolio | Category: Investments | One comment
I have a very good friend, the kind of friend I have known for a little under 20 years and I am only 27, who owns a really nice boat. Well, this past Sunday he took me, and another buddy out on it. He launches his boat from Oyster Bay, Long Island. If you ever been Continue reading Multiple Income Streams is the ONLY way to Achieve Extreme Wealth August 18th, 2009 | Tags: income, Investments, multiple income streams, passive income | Category: Personal Finance | 13 comments
I recently received a question from a reader, who I will refer to as TPS. TPS contacted me through my contact me page – if you have a question feel free to use it! TPS seems to be very confused, so rather than just answer the question I will post it so he can reply here. Your Continue reading Reader Question – Inheriting Trusts & IRAs June 16th, 2009 | Tags: Estate Taxes, Investments, Qualified/Retirement, Retirement Planning | Category: Estate Planning | Leave a comment
Part of my job duties is to teach topics in the morning for planners, sometimes the topics are pretty advanced and sometimes they are simple. Tomorrow I have to teach an intro classes on Trusts and so I thought I’d share some of the stuff I will be going over. The best way to think about Continue reading An Introduction to Trusts May 22nd, 2009 | Tags: Estate Taxes, Financial Planning, Investments | Category: Estate Planning | One comment
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