Category Archives: Uncategorized

Organizing Wealth

The nature of the development of wealth begs for sharpened organizing skills. As I’ve been attempting to accomplish this tremendous feat, I have discovered some very useful tools. I think the one I’ve learned the most from is David Allen’s Getting Things Done. I’ve seen some others that I was curious about. For example Anthony Robbins The Time Of Your Life The thing I like about David’s is that if you just resist the urge to not give in with total commit, it totally works. I’ve been able to keep up with, track, schedule, all sorts of different things that I’d have never been able to do before now. It’s action driven, and simultaneously assuring you of stress-free organizing. The things they should teach in high school are so often neglected. Does anyone else use a Palm or a Hipster? I’ve got a Visor Handspring, and it weighs a ton (well, actually… 5.7oz) so I’m interested in getting something lighter and with color, but I didn’t really want to spend the money to upgrade to Pocket PC like the Dell Axim or Compaq/HP iPaqs.

Call For Help / Request For Comments

The company I work for offers an Employee Stock Purchase Plan. We get a substantial discount on purchasing company stocks. They also offer a 401k plan, though they haven’t said anything about any kind of matching (probably because they want us to take part in the ESPP). Should I invest in both simultaneously to take advantage of the tax benefits of the 401k and diversity, or should I invest all into the ESPP to get the benefits of the discount. I know that most people suggest being wary of putting all of your stock into your employer’s company, and I don’t intend to. My idea is to participate in the ESPP and then after the purchase, sell the stock, and then re-invest it into something with higher growth and diversity.

SEC’s Mutual Fund Calculator

The SEC has, among other things, a wonderful calculator for those of us interested in investing in mutual funds. It considers the fees and costs and etc of the mutual fund as well as the earning rates, and projects the fund’s value at a given time.