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Where is the knowledge we have lost in information?  - T.S. Eliot

Wisdom from Warren Buffett’s Mentor

By Jason Biance | July 28, 2020

Warren Buffett is considered by many to be one of the greatest investors of all time. Like most people of the greatest generation, he had humble beginnings. Warren grew up in Omaha, Nebraska and learned how to make money from a very young age, eventually building a profitable pinball machine business…before graduating high-school.  In 1950, after…

How to Approach Concerns About Income

By Jason Biance | July 22, 2020

When you think about notable events in 1978, you may recall the first superhero film “Superman: The Movie” staring Christopher Reeve and Marlon Brando. Or perhaps you recall the tunes of that classic Bee Gee’s album “Saturday Night Fever” that held the #1 spot for a staggering 24 straight weeks. I would imagine many retirees…

How to Respond During Chaotic Times

By Jason Biance | July 15, 2020

The tone of conversations have become somber these days. There is market volatility, racial tensions, coronavirus infections on the rise, millions of people are out of work and not to mention, it is a contentious presidential election year. America as a country is facing many battles, attacks are coming from several different angles. However, no…

3 Critical Steps for Every Retiree

By Jason Biance | June 25, 2020

Johnny Allen Hendrix better known as ‘Jimi Hendrix’ had a life that was short in span yet ferocious in its ascent. In his brief professional career of only 4 years, by 1968 when his 3rd studio album Electric Lady reached number one in the US, he was one of the highest paid performers in the…

Ways to Create Tax-Efficient Strategies

By Jason Biance | June 17, 2020

My Grandfather lived in my childhood home from when I was about 8 years old. He was an old school Italian who loved to watch boxing and listen to the famous tenors like Mario Lanza and Jerry Vale. I will always remember a funny story he would tell about prohibition. He grew up in a…

Assets You Want to Give Away

By Jason Biance | June 10, 2020

“If an old man ever gives you advice while peeling an apple with a pocket knife and eating pieces right off the blade, you should probably take it.” — Anonymous This quote paints a picture like a scene right out of a movie.  You can imagine a sage, delivering well-crafted words to a younger person…

(A Readable) History of the Stock Market – Part III

By Jason Biance | June 3, 2020

If you look at America’s early history, one could argue many of our successes came at the misfortune of the British Empire. The same could be said about the success of our most prominent stock exchange, the New York Stock Exchange (NYSE). In the 17th century the East India Company had a monopoly on trade…

(A Readable) History of the Stock Market – Part II

By Jason Biance | May 27, 2020

In the previous post we covered highlights of the history of money in England during the 16th and 17th century. Today we will cover the birth of the New York Stock Exchange(NYSE).  The two main turn of events that contributed to the birth of the NYSE were the standardization of gold coins (the gold standard)…

(A Readable) History of the Stock Market – Part I

By Jason Biance | May 20, 2020

When you think of the stock market, what comes to mind? The Dow Jones? The S&P 500? Mutual funds and bonds? Maybe you think of movies like Wall Street or The Big Short. Or, perhaps you think about your 401(k) and all the time and energy it took to build that retirement savings. Regardless of…

Be a Netflix, Not a Blockbuster

By Jason Biance | May 13, 2020

As I am sure many of you are, I am a big movie fan. When I was a kid, we lived on the south end of Sebring on Lake Josephine. Sometimes on Friday nights we would go to the movie store and it was the highlight of my week. For a time, in the Southgate…