Wealth Management | ACRIMONEY, The Wild Wild World of Wealth

Tag archive for ‘Wealth Management’

Financial Fraud Handbook: How to Lose $100 Million
20 September 10 • 5 comments

60 Minutes: “Do you have any friends?”
Marc Dreier: “Now? It doesn’t seem so.”
Beach Reading without Congressional Oversight
3 August 10 • Comments Off

There’s plenty to discuss from the headlines these days. But this summer I’ve been buried with edits to my next novel, The Gods of Greenwich. And I’m staring at a few deadlines now. With this post, however, I’d like to take you back to the summer of 2007. It was a time before Bernie Madoff confessed, before AIG lost $99 billion in one year and before banker bonuses had everybody in a lather. Now two members of Congress occupy our attention, elected officials who sit in judgment even with their hands in the cookie jar (allegedly).
Like I said. We’re going back three years to the summer of 2007. Here’s the first chapter of Top Producer, which will be out in paperback on December 28. If you stop back tomorrow or Thursday, I’ll post Chapter Two.
Who Owns You?
29 July 10 • 4 comments
Early in July I met Keith Raffel at Thrillerfest, which is a convention for thriller writers and their readers. Keith is a veteran of Silicon Valley and the author of Smasher and Dot Dead. He agreed to blog on Acrimoney, talk about his books and pull back the veil of venture capital. I think you’ll enjoy Keith’s insights, not to mention the anecdote that gives rise to the title of this post. BTW, after you read Keith’s post, you will understand why Acrimoney is looking for $50 million in seed capital.
The Ban on Roth Conversions Has Ended
25 July 10 • 1 comment

Editor’s Note: Rick Rodgers is a retirement specialist. He has been kind enough to post a few thoughts about Roth IRAs, which are timely given provisions in the tax code for 2010. His post is technical. But if you’re in a career transition and your income is way down this year, I encourage you to take a look and ask questions. You could save some money.
Talking Heads: Can We Trust Our Finance Gurus?
29 June 10 • Comments Off

Here’s another one for my reading list: The Zeroes by Randall Lane. I discovered the book yesterday while reading his post on The Daily Beast. In case you missed it, here’s a snippet of what he had to say about Jim Cramer’s endorsement of Lenny Dykstra’s stock-picking prowess:
Rock Star Retirement: It’s Still Only Roth and Roll To Me
22 June 10 • 1 comment

Only 9% of Boomers are planning to make a Roth conversion in 2010, but 57% aren’t even aware of the opportunity.
There are lots of reasons to love the Roth IRA:
Click on the title above to see why.