Palm Beach Daily

Why I Wasn’t “Loyal” to My Broker

Some time ago, I discovered—very much to my surprise—that my broker at Raymond James was “no longer with the company.” “What does that mean?” I asked. “He’s just not with us anymore.” “So why wasn’t I told?” “We were just about to notify you.” It miffed me a bit that they didn’t contact me right […]

How to Buy Happiness

Many times, the things/experiences that give us the greatest joy are free. But oftentimes, money is involved. And when that’s the case, we have to weigh the cost of the thing/experience against the pleasure we will get from it. One example: owning a home… In my book Automatic Wealth, I argued that one of the […]