the agnostic investor

Written by Taraje Williams-Murray, CEO of Coroebus Wealth Management

financial planning and investment management simplified

Tag: wealth

  • A Note on Performance

    After establishing Coroebus Wealth Management June 3, 2013, we began managing our bond portfolio in April of 2014. I have been advised not to offer my services based on market performance as capturing alpha is rare and past performance does not guarantee future results. That being said, we had a great year. As the Federal…

  • The Great Wealth Transfer, Inequality and Preparing Heirs

    The Great Wealth Transfer refers to a predicted transfer of wealth mainly from baby boomers (those born 1946-1964) to millennials and Gen Z households (HH). As younger generations are prepared to inherit this wealth we might expect significant changes in economic and social dynamics. According to the 2022 Global Wealth Report published by Credit Suisse,…

  • Wealth: Net Worth and Liquid Net Worth

    Assets – Liabilities = Net Worth (or Wealth) Use our Financial Position Worksheet to calculate your net worth. Liquid Assets – Liabilities = Liquid Net Worth Liquid assets are those which you can easily convert to cash, usually within a week, without much change in their value. That excludes your house and car from the…

  • Capital, Access & Influence

    Exploring and gaining experience in the many areas of business and finance continues to inspire my appetite for change. Since childhood I have pursued meritocratic environments. My athletic career has disappointed deeply in that area. Though I continue to find marginal success in different areas, the returns have not matched the investment or risk taken.…

  • Coroebus’ First Olympiad

    Coroebus’ first olympiad is complete. We have been operating for four years and continue to meet challenges as they come. Performance has been competitive, though scaling continues to be an area of focus as I continue to develop PythiaSM. In the area of portfolio management or investment management there is a continuing debate as to…

  • Coming Soon: Pythia…

    Coroebus is 3! According to the ancient poet Pausanius, Coroebus of Elis won the first gold medal of the ancient Olympic games in 776 B.C. by defeating his competitors in the stadion race. Taraje chose to name his business Coroebus to help fulfill a childhood dream to become the first male U.S. Olympic Champion in…

  • Time Value of Money Primer

    Time value of money (TVM) is represented by the difference in value of some dollar amount of money or cash flow(s) over a period of time, assuming one can earn some sort of return on the money available. Simple interest is calculated on the principal only while compound interest is when one also earns “interest…

  • Do you need a will?

    An estate is all the rights, titles, or interests that a person (living or deceased) has in any property. Estate transfer is the act of conveying title to property interests from one person to another. Selecting proper estate transfer alternatives is the key to efficient and effective estate planning. At death, transfers occur either through…

  • Business Plans…

    On May 3, 2013 I was fired from my previous position. When I got dressed that morning I chose my best suit, tie and pocket square, and made sure they coordinated perfectly. It was Friday and I knew my life was going to be different from that day on. After being escorted out of the…