(225) 926-0202

Published Works

Mike is a former Columnist for Forbes.com and a Contributing Editor with Investment Advisor magazine.

You may read his writings by clicking on the links below.

The Curse of Keynes (Some of the factors that brought our economy down)
Broker Motivation, Client Consternation (An inside look at large financial services firms)
Duty, Honor, Client (Comparing the business model of large firms with Registered Investment Advisors)
The Elusive Financial Plan (A Consumer's guide - Inside a real financial plan)
To Sir With Clients' Money (The Fraud of the Stanford Group)

Sept. 2005 The Truth Behind Fairy Tales (Clients have different personalities and require different approaches)
Sept. 2006 Risk Manager (Monte Carlo simulation and financial planning)
April 2007 Plotting Your Course (Independence Pt 1) (Road to Independence Series)
June 2007 Up and Out (Independence Pt 2) (Road to Independence Series)
Sept. 2007 Bloomsday (Independence Pt 3) (Road to Independence Series)
Oct. 2007 Simulation Wizardry (Monte Carlo simulation and financial planning)
Nov. 2007 The Long and Winding Road (Independence Pt 4) (Road to Independence Series)
Jan. 2008 Shining a Light on Software (An examination of portfolio management software)
April 2008 Wedge Issue (Cost Segregation) (An advanced tax strategy for investment real estate)
June 2008 Lessons Learned (Independence Pt 5) (Road to Independence Series)
Sept. 2008 B/D or RIA? The Case for the Registered Investment Advisor (A consumer's guide - The difference between brokerage firms, banks, and registered Investment Advisors)
Dec 2008 Now or Then? (A primer in estate planning and a look at grantor retained annuity trusts.)
April 2009 Values Advisor (The link between value, values, and success)
June 2009 Temperament & Tools
Sept 2009 Way Up
Oct 2009 One True Thing
May 2010 Carpet Balming
June 2010 Four Keys (Independence Pt 6)
Oct 2010 Past, Present, Future