Why You Need an Air Fryer
Let’s face it. Fried food is delicious. Let’s face it. Fried food is delicious. It’s almost impossible to resist crispy, golden...
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Does Money Sap Your Judgment?
In the financial industry, clients are attracted by confidence – if your conviction in a security or other investment is...
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Keeping the Taxman Out of Your Family Office
Ultra-rich families have often turned to the establishment of family offices to manage their investments and business affairs. This...
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Do Your Hands Tell a Secret Tale?
I used to work a Russian investment house where our chief strategist, graduate of a leading European university with a Ph.D. in...
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Smart Ways for Your Team to Set Quarterly Targets
It’s quite simple: without clear objectives and a map for reaching them, we can’t get anywhere. Whatever your business or...
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Pass on Your Wealth Without Handing Off a Tax Bill
Let’s look at a few ways to pass on your hard-earned wealth to younger family members – your kids, a favored nephew or niece, or...
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Bitshares Now: Stocks Go Digital
Let’s ask the question again: what is a cryptocurrency? According to the SEC’s chairman Jay Clayton, in itself it isn’t a security...
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Federal Workers Need Estate Planning, Too
How many people work for the federal government? The exact number is hard to nail down. Some people think there’s good political...
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The Headwinds that Could Slow Stocks this Year
With the year midway through, the second half of 2018 is likely to see both headwinds and tailwinds driving the economy and the...
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You Need Your Space: How Leaders Set Boundaries
I remember attending a religious service where the pastor offered a special prayer “for the executives who arrive at work each day...
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How to Grill Any Kind of Food Well
Grilling is the quintessential style of cooking for the summer. Some enthusiasts pretty much shut down the kitchen for the summer...
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Questions Adult Children Should Be Able to Answer
No advisor wants to see a client’s estate plan fail. While you as an advisor can carry out your responsibilities impeccably, there...
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The Devilish Details: Telling Customers about Fees
Clients don’t like fees. Opinion surveys aimed at determining why customers are dissatisfied with their financial advisors...
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Fee-Based Advisors: How to Drive Away Clients in a Few Easy Steps
If you’re a financial advisor providing clients with a fee-based service, you’re likely interested in advice on how to retain your...
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Wealthy Clients Want More Than Returns
Over the last couple of years, high-net-worth investors have been enjoying pretty healthy returns. You’d think this would make them...
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Best Places to Retire in the US
Thinking about retirement can entail a delightful fantasy of relaxing on sunny beaches and playing golf, or it can lead to an...
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