Money

Cash vs. Income

When you have a small business, you need to maintain accurate records of business financial transactions. If youve separated your personal and business bank accounts (which you absolutely must, no matter how small you think your business is), this should be relatively...

read more
What is Fair Share?

What is Fair Share?

I am going to wade into a topic here that is a little fraught. Tax policy is complicated and is being used in sound bites very dramatically. But there are VERY few people who actually understand how taxes work and where the tax is paid. Whenever a new program or...

read more
Saving for College

Saving for College

The New York Times recently had an article that is one of the best summaries of the whole "how do I save for college" thing that I have seen. It is a very complete and thorough dig into the various facets; I highly recommend that you read it. But for those of you that...

read more

Portfolio Loans

It is very often true what they say: it takes money to make money. Or, said another (slightly different way) - there are many (better) investment strategies and ideas that are only really open to the very wealthy. It used to be, in my experience, that portfolio loans...

read more

Freelancer Protections

You may have heard recently about California updating laws around who is an independent contractor versus an employee. People (and employers!) are confused about the difference. This is a common problem/discussion - especially in the freelancer world. The way the new...

read more

Leverage, Arbitrage and Double Whammys

Introduction The concept of leverage and arbitrage is one of those ideas that everyone seems to understand, but few do in detail or well. My goal is to help make these ideas more clear and usable. Leverage Is the act of adding debt to increase return. This is why real...

read more

Join Our Community

Stay informed with the latest updates and insights from Carroll Family Holdings. Subscribe to our newsletter for exclusive content and announcements.