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Posts by: Kenneth Moore, Jr.

Socially Responsible Investing:  Stopping the Theft

Socially Responsible Investing: Stopping the Theft

“The Stock Market is a Device for Transferring Money from the Impatient to the Patient.” Warren Buffett Socially Responsible Investing has become a hot topic. But what is it?  Most agree it is investing to make the world a better place. I am a fan of conscious capitalism.  John Mackey,…

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Attention Accountants:  What you DON’T see (like high fees in variable annuities and other loaded investments) is destroying your clients’ wealth!

Attention Accountants: What you DON’T see (like high fees in variable annuities and other loaded investments) is destroying your clients’ wealth!

When accountants prepare income tax returns for clients they generally seek to minimize the current year tax bill. All things equal we agree. But all things are never equal. Because most of the true costs your clients face are not disclosed, most accountants don’t have the full picture. Most accountants…

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