Articles & Videos
Small-business Owners Struggle With ‘Work-Life Balance’
Small-business Owners Struggle With ‘Work-Life Balance’ January 9, 2006 Small-business owners daily walk a fine line dividing their time between the demands of work and personal life. Often times, work wins out. From paying the bills to managing employees, the daily operations of running a business can be overwhelming. “So many small-business owners get caught…
The Pyramid: Ordering Your Investment Objectives
The Pyramid: Ordering Your Investment Objectives Investment planning is not like trying to win the lottery — it’s not a matter of luck. 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. 1. Safety and security of…
Why I Didn’t Accept Venture Capital
Venture Capital Financing: Structure and Pricing “Financing a venture can be structured using one or more of several types of securities ranging from straight debt to common stock.” Introduction Types of Securities Disadvantages of Debt to a Company Advantages of Debt to a Venture Capitalist Percentage Ownership Needed Case Studies Conclusion Introduction A venture financing…
Approaching “Star Trek” Like Medical Technology
Episode Transcript of: Approaching “Star Trek” Like Medical Technology Alan Welcome back. I’m here today with Joe DeLuca. He’s the founder of healthcare investment vision USA. Joe, welcome to the show. Joseph Thank you. Good to be back. Alan So for, for the listeners sake, and we really appreciate you coming back and returning actually,…
Stanford’s Entrepreneurship | Douglas Y. Park
Stanford’s Entrepreneurship | Douglas Y. Park Transcript: Unknown Speaker 0:00 Welcome to American Dreams keys to success with your host, Alan Olsen. Welcome Alan 0:05 back. We’re here today with Dr. Douglas Park. He practices slot remote attorneys and teaches classes and entrepreneurship at Stanford University. Welcome to today’s show, Doctor, Douglas 0:17 thank you…
Wally Hawley on American Dreams
Interview Transcript of: Wally Hawley on American Dreams Alan This is Alan Olsen American Dreams, the keys to life success where we talk about how to live the life that you want to live. Nadine And this is needing camera. What are your dreams? What do you want out of life and what define…
CA Tax Issues | Kitty Wright
CA Tax Issues | Kitty Wright We hope you found this interview about “CA Tax Issues | Kitty Wright” enjoyable. To receive our free newsletter, contact us here. Subscribe our YouTube Channel for more updates. This transcript was generated by software and may not accurately reflect exactly what was said. Alan Olsen, is the Host of the…
The Jelly Belly Legacy | Herman G Rowland
Episode Transcript of: The Jelly Belly Legacy | Herman G Rowland Alan Welcome back. I’m here today visiting with Pam rollin. He’s the chairman of the board of the Jelly Belly company here in Fairfield, California. Welcome to today’s show. Herman Thank you, Alan. Glad to be here. Alan So tell me your background,…
State of the Valley | Roger Royse
State of the Valley | Roger Royse Transcript: Welcome to American Dreams keys to success with your host, Alan Olsen. Alan 0:05 Welcome back. I’m here today speaking with Russell Hancock. He’s the president and CEO of joint ventures, Silicon Valley. Welcome to today’s show. Thank you. Delighted to be Russell, give me some background…
How Easy is it for Wealthy MLBers to Avoid State Income Tax?
How Easy is it for Wealthy MLBers to Avoid State Income Tax? Spring is here and that means a lot of things to a lot of people. For many, spring means baseball is back, from Little League to the Majors, ball players are back on the diamond hitting homers, striking people out and stealing bases.…
How Can I Sustain My Family Wealth?
How Can I Sustain My Family Wealth? At GROCO we work with some of the most successful and wealthiest people in the world. We’ve seen a lot of clients come through our doors and we’ve learned a lot about what makes them successful. We’ve also enjoyed much success in our own right. Our clients have…
Wealth Building: Six Keys
Wealth Building: Six Keys By Scott Hove There are keys to wealth and success that those who have attained them understand. If you wish to build wealth and achieve success then it’s crucial to implement the keys discussed below. Here, then, are six things that the successful understand and implement. As you read them, please…
Real Estate Investing: Lease Options Offer Multiple Profit Opportunities
Real Estate Investing: Lease Options Offer Multiple Profit Opportunities By Jordan Taylor Mention “real estate investing strategies” and the first thing that typically comes to mind is buying and selling. But a strategy often overlooked and underutilized is the option—and the smart use of options can generate some fast and impressive profits. An option…
Behavioral Finance: Beyond Greed and Fear
Behavioral Finance: Beyond Greed and Fear “Modern portfolio theory,” a complex mathematical system explaining the workings of the financial markets, has been quite influential on the thinking of investment managers over the last quarter century. The theory derives from the work of a handful of finance professors, several of whom were awarded Nobel Prizes for…
California Billionaires
California Billionaires March 10, 2006 Recent reports show that there are at least 100 new billionaires in the world this year, adding to the ever expanding list. Many billionaires reside in California, and are displayed below. Listings include rank, name, age where known, wealth in billions of dollars and source of the money. A number…
Mandatory e-pay for CA Taxpayers with +$80K of Tax Per Year
Mandatory e-pay for CA Taxpayers with +$80K of Tax Per Year Update: 11/10/09: The FTB now has a pay-by-phone option available. See: http://www.ftb.ca.gov/individuals/mandatory_epay/paybyphone.shtml That Franchise Tax Board (FTB) has begun mailing notices (FTB 4106 MEO) to taxpayers who meet the mandatory e-pay threshold. The new mandatory e-pay law requires taxpayers to remit their payments electronically…
Retire Your Mortgage Before You Retire
Retire Your Mortgage Before You Retire By George L. Duarte, MBA, CMC Broker, Horizon Financial Associates An increasing number of baby-boomer homeowners seem to be resigning themselves to the fact that, unlike their parents, they will be making mortgage payments well into retirement. If you look at statistics, you can see where this anxiety comes…
Investors: A Growing Taste For Exotic Fare
Investors: A Growing Taste For Exotic Fare Even conservative investors are tempted by the returns of emerging-market funds For many managers of emerging-market funds, the biggest problem these days is that folks just love them too much. It used to be that buying stocks in Turkey and picking up distressed debt in Argentina was for…
When it Comes to Payroll Taxes, Don’t Mess With the IRS
When it Comes to Payroll Taxes, Don’t Mess With the IRS It’s payday! Everybody loves payday, except for the company making all those payments. It’s not that companies don’t want to pay their employees; rather it’s the high cost of payroll taxes that comes with having those employees. However, that’s the law, so if your…
Ten Facts about Capital Gains and Losses
Ten Facts about Capital Gains and Losses Source: IRS.gov The term “capital asset” for tax purposes applies to almost everything you own and use for personal or investment purposes. A capital gain or loss occurs when you sell a capital asset. Here are 10 facts from the IRS on capital gains and losses: Almost everything…