The Archives at the Factory

What Can The Death Star Teach You About Your Personal Finances

I am very excited for the new Star Wars movie Rogue One! I am so excited that I will be one of the fools who see it at midnight on the night it opens.

Rogue One, for those of you that live under a rock or are not Star Wars fans (GASP!), is about the group of rebels that steal the plans for the Death Star that the Empire is building.

The Death Star is a moon sized interstellar war base. It was technologically far superior to anything in existence up until that point.

I have thought about this more than a few times but could you imagine how much it would cost to build something that big?


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What The Heck Is The Big Short & Why Did It Cause The Financial Crisis

So by now most of you have either seen The Big Short or have seen the previews for it. The book by Michael Lewis is one of my favorite reads of the last 10 years and I highly recommend it. Now it has been turned into a movie starring Brad Pitt, Christian Bale, and Steve Carrell. I recently saw it and thought it was well done. The acting is excellent and it is a good adaptation of a very difficult book and topic for most people to understand. There are a lot of difficult concepts that the book takes 20 or 30 pages to explain and they devout a minute of screen time to it.


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Beware of Kardashians Hawking Credit!

What do Henry Winkler, Hulk Hogan, Betty White, Fred Thompson, Kim Kardashian, Montel Williams and Alex Trabek all have in common? I’ll give you a minute to think about it…Cue Alex Trabek’s theme music. Doo Doo Doo Doo Da da da da (OK you get the point even if that is more Police than Jeopardy) Time’s up! The answer is…


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If I had a $1,000,000

Everyone over the age of 22 knows the hit song by the Barenaked Ladies. In the song they discuss all the things they would buy with a $1,000,000. Most of it is goofy stuff like a llama or an emu, Dijon ketchups, and a tree fort in the yard. I was in the car with my kids the other day and the song came on the radio and my 11 year old daughter said I love this song. I asked her where she heard it and she said I listen to it from the iTunes library. (Note to self be careful what you download into the iTunes library!)


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Client Tales From the Crypt

In honor of Halloween and my memories from watching HBO’s Tales From the Crypt as a kid, I thought I might share some former client mistakes that I have witnessed over the last 14 years and even share a couple of my own. These are hypothetical situations based on real life examples. The case studies are for informational purposes only and not intended as specific advice. Some details have been changed to protect the identity of individuals and all of their names are made up.


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Financial Lessons of the Real Housewives

I have a confession to make. Please don’t judge me when I say this but the Real Housewives on Bravo are my guilty TV pleasure. I know it is mindless and inane but I think that is why I find them interesting. You have tons of manufactured drama, intrigue, suspense, sadness, and financial misdeeds and mismanagement. Yet, even as I watch shows like the Real Housewives on Bravo, I am continually amazed at how many people (especially faux celebrities) get bad or no advice when it comes to finance, taxes, and investing. And so, some highlights and lessons, yes even lessons from faux celebrities.


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