Tuesday, November 26, 2019

It's Final, Schwab Buys TD For $26 Billions?

We usually recommend large mergers like this one. The only problem I have with this deal is that it hit too close to home. Being a TD account holder, it was easy to sign up an account and give excellent customer service when our clients, where having problem setting their accounts. Now, after the merger, we hope things don't change much and our clients can get the same level of service.

Wednesday, October 30, 2019

Thursday, October 24, 2019

Friday, September 20, 2019

The U. S Treasury To Issue 50 yrs Bonds?

We think it's a great idea, about time the U.S government start talking about our debt and getting creative to tackle our $17 Trillion dollar deficits.

Wednesday, August 21, 2019

Tuesday, June 11, 2019

Sales Force Bought Tableau Software For $16 Billions?

We recommended Tableau  Software 2 years ago to a few of our clients when it was trading @ 100 a share. Not bad.   

Tuesday, April 30, 2019

Can Marriott Catch Up With AIRBNB?

Time will tell, they both on each others turfs and an AIRBNB Ipo is coming up soon. I wonder whose stocks is going to be worth more?

Wednesday, April 3, 2019

Chicago Elect A Pied Tendre For New Mayor?

Chicago received an "F" from TIA. Chicago is a Sinkhole City without enough assets to cover its debt.



Friday, March 8, 2019

Top 5 Mistakes Wealthy Families Makes

  1. In an effort to maintain costs, try to put entity together with barebones crew.
  2. Not having a family governance structure in place (education, mission and communication)
  3. Defining success based solely on how much their portfolio returns
  4. Falling in love with mission-driven impact investments like addressing climate change, food desert and unbanked.
  5. Holding family grudges or old family conflicts.

Friday, February 22, 2019

Friday, February 8, 2019

Wednesday, January 16, 2019