Recent Posts

Rescuing Retirement

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

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5 Core Human Drives

Another excerpt from my favorite business book ever, The Personal MBA: There are five Core Human Drives that influence human behavior: Drive to Acquire: the

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The Myth of the Expert

Many people will tell you that the financial services industry is changing. And it is, dramatically. But where most people think that it has to

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Intro to Sales Tax

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

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Finance Heroes

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.

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