FutureAdvisor Review: An Interview With Bo Lu, CEO On The Digital Wealth Management Industry

Update 6/15/202: I’m assuming Bo got his earn out and is a very rich man now since I published this post on 3/18/2015. I’m pleased to share an interview I did with Bo Lu, the CEO of FutureAdvisor. FutureAdvisor is an algorithmic money manager with sophisticated tools to help clients manage their money. Over 300,000 […]

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Hire A Financial Adviser or Lose Money All By Yourself For Free?

The following is a guest post by Neal, a financial advisor, on what to know before hiring a financial adviser. During strong markets, anyone can make money. And during weak markets, everyone tends to have losses. For the most part, all ships rise and fall with the tide, financial adviser or not. So what’s the

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The Largest Tax Refund Request Ever! Plus Tax Tips For Small Business Owners

In what could be the most amazing tax move ever, a Georgia woman filed a $94 MILLION tax refund! You have to make over $1.6 billion dollars in income to pay $94 million taxes with Georgia’s 6% state income tax rate. Sure, it’s possible to make $1.6+ billion dollars, but probably not by this woman. So

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What’s Your Largest Ongoing Living Expense? Taxes Of Course!

The following is a guest post by FS reader, Jamin Eberhart on your largest ongoing living expense. He received his MBA, worked in biotech and now consults for biotech companies. He is extremely focused on building his freedom fund, and struggles just like me to find the right balance between living it up and being fiscally responsible. 

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The Startup Journey: Alternative Investing With Sliced Investing Founders

One goal after leaving my corporate job of 11 years in 2012 was to learn more about the startup industry in Silicon Valley. With so much happing here, I found myself dreaming about going on my own startup journey. I was coming from the old school finance industry where there was relatively little innovation compared to

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Who Should Pay For The Wedding? A Logical Guide To Lavish Spending

Do you know what’s crazy? Spending $25,000 – $30,000 on the average cost of a wedding in America if you make a median household income of $52,000. What’s worse is going into debt to get married, especially since there’s a 50% chance it won’t last! In many Asian countries, the parents of the bride foot

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