Chatting Trump, Uber, and Buy Low-Sell High

Chatting Trump, Uber, and Buy Low-Sell High

By The Banker | Audio Posts, How Not To Invest, Personal Finance, Texas, Video

Greg Jefferson and I recorded a short conversation, that may be of interest. The whole ‘Facebook Live’ video is here, with shorter YouTube clip versions below, broken out by topic. We discussed the inaugural post of Greg’s blog, in which he explains why his hometown Muncie, Indiana is a great place for Trump to gather support. [&hellip

Forget Buy Low Sell High

Forget Buy Low Sell High

By The Banker | Blog Posts, How Not To Invest, Investing, Personal Finance, Texas

Once upon a time – a little over a year ago – I helped a friend start an employee retirement program for her business, and that made both her and me feel very good. Building the long-term financial health of employees – in a tax-advantaged way – has to be one of the most rewarding [&hellip

A Retirement Rule and Its Limitations

A Retirement Rule and Its Limitations

By The Banker | Blog Posts, How Not To Invest, Personal Finance, Texas

I’ve done no general-population polling on the question “Do I have enough money set aside for retirement?” but informally I’d guess the US population would break down as follows: 1% – “Oh, yes, definitely,” 19% – “I hope so, but I’m not sure,” 80% – “LOL” If you’re in the 99 percent uncertain category, as [&hellip

Should We Consider Taxing Non-Profits?

Should We Consider Taxing Non-Profits?

By The Banker | Blog Posts, Inequality

Are tax-advantaged charitable organizations going to face heavier tax bills in the future? More interestingly, should they? Connecticut state legislators introduced in March targeted legislation to tax some of the $2.6 billion in investment gains that Yale University earned on its $25.6 billion endowment in 2015.  Yale budgeted to spend $1.1 billion of its endowment funds in [&hellip

Book Review: The Earl Next Door by Charis Michaels

Book Review: The Earl Next Door by Charis Michaels

By The Banker | Book Reviews

I’m not sure what overlap exists between romance novel readers and Bankers Anonymous readers. Since money and romance mix so poorly I do sometimes think I am in the anti-romance business, continuously attempting to debunk non-rational notions. But we all need a little fun and fantasy wherever we can get it. You have to love [&hellip