Demographers describe the baby boomer generation as ‘’a pig in a python,” or a massive bulge in an otherwise slender age distribution, gradually sliding down the age distribution as boomers get older. 

Lower middle-market business owners in America are ignoring the fact that there’s a tsunami approaching. It will leave few businesses unscathed while decimating many others from the face of the planet.

As a business owner, you have myriad ways to transfer your business. Having total clarity and understanding about your ultimate motives is the first step to getting there.

Don't judge an investment advisor's competence and expertise based on appearance and academic degrees.

What I really dislike about the first few weeks of the new year is that everywhere you turn — from the front page of the newspaper to the business magazines to the financial channels on cable — you’ll probably be subjected to some wide-eyed “market expert” spouting ridiculous stock market predictions for the coming year.

The inherent message of the Zen Farmer is that one can never really know where the winds of prosperity will blow or even how they will chart one’s course — or how those winds may guide one’s future.

Trends tend to sustain themselves for extended periods of time, and we look to these leaders to remain competitive until proven otherwise.

I love it when folks ask me these questions and the conversation that ensues. The talks are always fun and interesting because, in general, most investors and their advisors often put the cart before the horse when determining investment strategies.

Forget “bulls” and “bears,” “hedgehogs” and “foxes” can help investors even more.

Does your money manager know the difference between the S&P 500 and the S&P 500?