Core Business Enterprises LLC
 
MINDING YOUR BUSINESS
Our Business is Your Business March 2007 
In This Issue
Featured Article
Who Thinks Up This Stuff?
Financial Brief
Shameless Plug
Featured Article

Is the Modern Portfolio Theory Still Modern?

For decades Modern Portfolio Theory (MPT) has been the cornerstone of personal financial and investment planning.  Virtually all institutional retirement plans are based upon the Nobel laureate principles of asset allocation and the Capital Asset Pricing Model (CAPM).

 
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Welcome to the premier edition of Minding Your Business.  This replaces our old paper newsletter Financial Briefs. This new eZine is published monthly and contains a wider variety of information for individuals and small business owners.

 

We hope you get at least one "Really? I didn't know that," and one smile out of each issue.

Judith Filangeri 
 
Who Thinks Up This Stuff?
 
Too Good To Be True
 
Have you ever won a bet? Ever lost one?  The IRS has a great deal for you. You can deduct gambling losses on your income tax.  Really. Just a few conditions.

 

Before deducting those losses, click here.

Dennis Filangeri 
Financial Brief

When I first started in financial planning many years ago, I gave a seminar on saving for college to parents of elementary school kids. After the seminar, a young parent stood and said that her "... son was in first grade. When is the best time to start saving for college?"

 
 
Shameless Plug 
 
CBE has started the year off with a bang.  Dennis was interviewed by The Christian Science Monitor for an article on techniques for accumulating savings. Hint: feeding the one armed bandit is not one of them. Judith's article, " Home Dialysis: A New Look At Reimbursement Methods," was published in  Nephrology News & Issues, Volume 21 No. 03, February 2007.
 
By the way, all our content is available for licensing for your website and newsletters. Click here to request more information about topics, titles, customization, and rates.
 
 
 
 

Until next month!

Judith and Dennis Filangeri

 

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