Wealth Management Gifts

"Someday all these anonymous accounts will belong to shell companies of which you will deny all knowledge."

Thanks a Mil, Warren!

'Your best hedge against a down market is having lots of money.'

Build Your Own Portfolio

A fight in the Boardroom.

Handled all of my own investments

"Just so you know, I'm taking all this with me into the afterlife."

"When I grow up, I want to work with the affluent."

'To begin with, yoiu'll need assets.'

'Can I choose which brick you name after me?'

"Are you investing for growth, wealth preservation, income or excitement?"

'I'm feeling absolutely marvelous. I think I'll acquire another company.'

"As far as I'm concerned, they can do what they want with the minimum wage, just as long as they keep their hands off the maximum wage."

'My advice is simple: Never spend more than you steal.'

'My problem is, I lost my first million before I made my first million.'

'I'm here to grant your every wish and here's my colleague to help you manage money wisely.'

'You have a balanced investment portfolio. Everything you own is losing money equally.'

'Life, liberty & the pursuit of tax shelters.'

'One day this will be someone else's.'

'The problems with charities is that they are always needing donations.'

'I love money because it reminds me that I'm part of a larger community of capitalists.'

'My investment objective is to keep up with my neighbors, the Joneses, who just won the lottery.'

'And, lastly, I'd like to thank Chuck for his years of service. He'll be leaving the company next month to spend more time with his cash and cash equivalents.'

'You need to alter your portfolio allocation. Right now it's 25% stocks, 15% bonds and 60% margin loans.'

Investor alternates between hating and loving gold, depending on the stock market's performance.

wealth investment

'My investment objective is to keep up with my neighbors, the Joneses, who just won the lottery.'

"I've been rich and I've been super-rich. Super-rich is better."

"I suppose I'm as happy as my portfolio will allow me to be."

"Sorry son, but I've spent your inheritance fighting inheritance tax."

"My investment goals? Short-term, I'd like to be rich. Long-term, I'd like to be filthy rich."

'If you want to prepare for you retirement, why don't you buy a bank like I did?'

'Favourite Tax Loopholes of the Rich & Famous.'

'Jeez! I never realized just sitting and trying not to look stupid was so exhausting.'

'We're in good shape. Nobody understands our financial statement.'