by bkelly | Jul 6, 2017 | Money
My good friend Matt Kerkhoff, who runs Model Investing, wrote this article recently. While Matt and I don’t always agree on things (he tends to be the academically correct and I tend to be much more practical) he and I always agree on our core principles: rules...
by bkelly | Jun 15, 2017 | Investing, Money
Presented, mostly without comment, is John Oliver’s experience on stock picking and retirement plans. This is clearly a comedy show — but I can’t even tell you how close to home this hit. But their five things to do for investment success are dead on! The...
by bkelly | May 15, 2017 | Money, Thoughts
Goodbye accountants! Startup builds AI to automate all your accounting! That was an article title that caught my attention. As much as we wish this article was truly accurate, a closer read reveals what they *mean* is “Goodbye bookkeepers”. This article...
by bkelly | Apr 11, 2017 | Thoughts
No, this isn’t one of those click bait things. I am a huge believer in business being simple. And the Personal MBA by Josh Kaufman is one of my favorite books, and my favorite business book, because it is so focused on being simple and straightforward. This is...
by bkelly | Feb 4, 2017 | Thoughts
Whenever I talk business or investments I almost always discuss it in terms of risk. The risk a plan might not work, the risk the market goes down and money is lost, the risk that a deal or company goes bad. Risk frames everything we do and in many cases is more...
by bkelly | Dec 6, 2016 | Money
Xero is one of my favorite accounting software. They also have a very robust blog and content. I came across this article recently and thought it was an excellent summary of year end activities. This is the kind of work a CFO (or a CPA acting in the CFO role) can do...
by bkelly | Oct 9, 2016 | Governmental, Money
I have gotten several questions over the last couple months about medical expenses and the best way to deduct them as a freelancer. If you are one of those that asked, you probably got a non-committal answer – which is probably as frustrating to receive as it...
by bkelly | Aug 9, 2016 | Money, Thoughts
This article was very interesting. The author makes the case that the CFO is a strategic partner to the CEO, not just a technician who manages the money. I found it especially interesting that, apparently, most CFOs in prior years came from accounting while most...
by bkelly | Jul 14, 2016 | Mutual Funds
In cruising around I found this very interesting mutual fund company. Short story: they run a coupe mutual funds where you get to pick whatever fee you want to pay them. It is a bold move to build a business on trust — a move that more people in the should be making...
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