Interesting insights from the J.Biance Advisor Team.
Ways to Create Tax-Efficient Strategies
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…
Assets You Want to Give Away
“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…
(A Readable) History of the Stock Market – Part III
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…
(A Readable) History of the Stock Market – Part II
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…
(A Readable) History of the Stock Market – Part I
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…
Be a Netflix, Not a Blockbuster
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.…
No Uncle Sam, Money Doesn’t Grow on Trees
My childhood understanding of money was based on the fact that I could not get everything I wanted. I would imagine many of you had similar experiences. I had a single…
Recent Events, Distilled
When I was a kid, I was an early riser. I was the youngest of three children who lived with my single Mom, a school teacher, as well as my…
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