Hey Big Spenders, Warren Buffett May Have His Eye on You

Sep 13, 2016

(Bloomberg Gadfly) -- Warren Buffett induced chuckles earlier this year when the octogenarian said he wasn't convinced he'd be any likelier to reach the ripe old age of 100 by replacing his beloved Coca-Cola with water or his...

Discovering A Family’s Purpose Can Save the Family Fortune

Sep 13, 2016

Many people spend a lifetime searching for that elusive yet vital calling: a life’s purpose. No one on their deathbed wishes more hours were spent at the office. ...

America’s Biggest 401(k) Adviser Has a Plan to Manage All of Your Money

Sep 12, 2016

(Bloomberg) -- Most people go to the doctor for medical advice. Why can’t we all get a checkup for our financial health, too...

Gene Wilder’s Real-Life Golden Ticket

Sep 12, 2016

The beloved actor will also be remembered for his philanthropy

DOL Rule a Bad Neighbor for State Farm

Sep 12, 2016

Moving on. | Copyright Tim Boyle, Getty Images State Farm is tweaking its product offerings available to its agents, and the Department of Labor’s fiduciary rule is partly to blame. Currently about 12,000 of the insurer’s agents are licensed t...

Gene Wilder's Typical Retirement a Rarity Among Celebs

Sep 09, 2016

Gene Wilder was one of a kind as a comedian, but he also may be unique for a different reason: the relatability of his retirement success story...

Lessons Learned From 100-Year Family Businesses

Sep 09, 2016

Very few family businesses survive across generations to become 100-year family enterprises. I’m involved in an ongoing research project that’s gathering the collective wisdom of intergenerational families who have sustained shared...