Financial Planning Crafting an investment strategy requires an assessment of resources, development of objectives, analysis of choices and opportunities, and, finally, matching of those alternatives to long-term goals. It’s not an end in itself, but a means to make certain that you and your loved ones will be financially secure and that you will have the peace of mind of knowing that you have provided well for them.


Choosing an Investment Advisor
Develop a Sound Investment Plan
Long-term Financial Strategy
Ordering Your Investment Objectives

Family Finances: What’s Your Money Script?

Common Investment Mistakes
Managing an Inheritance
Active Investing: Luck vs. Skill
Make Money Consistently Through a Small Investment
Investing for Growth
Investing for Income
Investment Risk Tolerance
Your Style of Investing
Safer Way to Invest in Stocks
Behavioral Finance: Greed and Fear
When Good Fortune Comes Your Way
Managing Your Income Portfolio
Financial Planning

Even the Ultra Wealthy Need Smart Financial Planning
Wondering What to Do With Your Capital Losses? Try These Ideas
Are You Defining Items in QuickBooks Correctly?
8 Steps for Getting Out of Debt
5 Steps to Becoming a Millionaire
Analyzing the Flows in Your Financial Plan
How to Handle a Financial Windfall
5 Steps to Financial Success
Personal Finance 101
Personal Financial Statements
Tax Consequences of Borrowing
Six Keys to Wealth Building
Your Credit Report and Privacy
Getting More from Your Banker
8 Rules to Building Wealth
Capital Gains: Tax Basis
Managing Frequent Flyer Miles

Basics of Asset Allocation
Art as an Investment?
Reducing Risk: Diversified Portfolio
Revocable Living Trust
Time Management

Five Empowering Procrastination Tips
10 Terrific Time Management Tips
Say No & Find 5 Benefits That Strengthen Relationships by Using Boundaries
3 Simple Ways To A More Balanced Life
Multitasking – Productivity Killer or Time Saver?
What is Effective Time Management
Understanding the Importance of Time Managment
Winning the Time Managment Game
Top Reasons Why People Procrastinate
Steps to Great Time Management
Strategies to Convert Perfectionist Paralysis Into Productivity
Essential Stages of Change to Help Create Effective Time Choices
Tax Breaks for Education
Teaching Your Children about Wealth
Holding a Family Meeting
Teaching Children About Money
Free Money for College Students
Best Ways to Save for College
What Every Parent Should Know about Child’s Investment Income
529 Plans
Make Your Children Investors
Meeting Challenge of College Costs
College Funding: Invest vs. Borrow

Roll Over for Business Startups ROBS IRS of Tax Revenues
Four Tax-Savvy Stock Moves For 2009 and Beyond
Stock Basis Reporting on Form 1099-B in 2011
California Exclusion of 50% Gain from Sales of QSBS
Questions Prior to Purchasing Stock
When to Exercise Stock Options
Giving Away Stock Options
Cyclical Stocks: Ins and Outs
Qualified Small Business Stock

Inflation-Protected Securities
Saving Bonds of Decedent – Transferring Without Probate Administration
Bonds: A Look at Credit Ratings
Bond Risks
Municipal Bonds a Source of Untaxable Income

NYC Teachers Union Seeking Tax Revenue From Absentee Apartment Owners
IRS Going After Investors Who Buy Art Overseas
Passion Investments
Car Collections: Collectors, Investors, or Dealers Status
Debt Cancelled or Forgiven
Year End Tax Planning Suggestions Specifically for Employees
Madoff or Ponzi-Type Tax Losses
California Senate Reviews Madoff Scheme’s California Impact
Selling Gold Coins
Tax-wise Investments
Tax-conscious Investor
Securities / Real Estate Tax
Income the IRS Can’t Touch

Retirement Plan Opportunities
IRS Circular 230 Disclosure: To ensure compliance with requirements imposed by the IRS, we inform you that any U.S. federal tax advice contained in this document is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code, or (ii) promoting, marketing, or recommending to another party any transaction or matter that is contained in this document.


We hope you found this article about “Investment” helpful.  If you have questions or need expert tax or family office advice that’s refreshingly objective (we never sell investments), please contact us or visit our Family office page  or our website at  Unfortunately, we no longer give advice to other tax professionals gratis.

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Alan Olsen, CPA

Alan Olsen, is the Host of the American Dreams Show and the Managing Partner of  GROCO is a premier family office and tax advisory firm located in the San Francisco Bay area serving clients all over the world.

Alan L. Olsen, CPA, Wikipedia Bio is a proud sponsor of The American Dreams Show.



The American Dreams show was the brainchild of Alan Olsen, CPA, MBA. It was originally created to fill a specific need; often inexperienced entrepreneurs lacked basic information about raising capital and how to successfully start a business.

Alan sincerely wanted to respond to the many requests from aspiring entrepreneurs asking for the information and introductions they needed. But he had to find a way to help in which his venture capital clients and friends would not mind.

The American Dreams show became the solution, first as a radio show and now with YouTube videos as well. Always respectful of interview guest’s time, he’s able to give access to individuals information and inspiration previously inaccessible to the first-time entrepreneurs who need it most.

They can listen to venture capitalists and successful business people explain first-hand, how they got to where they are, how to start a company, how to overcome challenges, how they see the future evolving, opportunities, work-life balance and so much more..

American Dreams discusses many topics from some of the world’s most successful individuals about their secrets to life’s success. Topics from guest have included:

Creating purpose in life / Building a foundation for their life / Solving problems / Finding fulfillment through philanthropy and service / Becoming self-reliant / Enhancing effective leadership / Balancing family and work…

Untitled_Artwork copy 4 (Also sponsored by GROCO) provides free access to content and world-class entrepreneurs, influencers and thought leaders’ personal success stories. To help you find your path in life to true, sustainable success & happiness.  It’s mission statement:

In an increasingly complex and difficult world, we hope to help you find your personal path in life and build a strong foundation by learning how others found success and happiness. True and sustainable success and happiness are different for each one of us but possible, often despite significant challenges.

Our mission at is to provide resources and firsthand accounts of how others found their paths in life, so you can do the same.

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