Notes

Chapter 1

1. Shakespeare, W. The tempest (1611), act 4, scene 1.

2. A trust is an entity commonly used in estate planning. For more detailed information have a look at Pareto, C. (2010). Pick the perfect trust. Retrieved from http://www.investopedia.com/articles/pf/08/trust-basics.asp

Chapter 2

1. Most readers will know this as a balance sheet. This is an accounting name that doesn’t really suit what the statement tries to explain. “Resources statement” is the term I have chosen to use throughout this book because I believe it puts in plain words what this statement should be all about.

2. Porter, M. E. (1980). Competitive strategy. New York, NY: The Free Press.

Chapter 5

1. U.S. government bonds, treasury & municipal bond yields ...

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