As you may or may not have noticed, the markets and economy are starting to get a little more volatile. This doesn’t mean bad - volatility just means it is unpredictable. Unemployment is very low right now, which tends to mean a growing economy and some inflation -...
I got to give a talk at the Release Notes conference about personal finance. It was a fantastic group and I was very fortunate to be made a small part of the community. I gave a talk entitled How to Live a Happy Financial Life. I thought it would be fun to share a...
I came across this news story about Millennials and retirement. I have not read the book yet (although I just ordered it and will read it shortly) but the idea seems pretty straightforward. Being a millenial, and having a client base that skews heavily millenial, I...
I get asked a lot about Sales and Use Tax. So here is the CFOAndrew Intro on Sales Tax! Please note this is not an exhaustive list, rules can vary a great deal by state. I am also not touching on the "nexus" issue here. Every state has their own rules as to what...
One of my finance heroes is a man by the name of Benjamin Graham. The first book of his I ever read was Security Analysis. If you don’t know, Graham is considered the father of Value Investing and Security Analysis was the first foray into why. At the time, (in the...
This TED Talk (I know, it’s totally cliche to talk about TED talks, but I'll do it anyways) is a talk from Mike Rowe - who is the host of “Dirty Jobs” - one of my favorite shows. In it, he talks about the war we have declared on work and about the concepts of...
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