-
Today, I have a challenging discussion with Dr. CHRIS HEYE, PhD, founder of WHEALTHCARE SOLUTIONS. We talk about the issues of older age on decision-making and how that affects an individual’s retirement. We go through data on
-
For advisers dealing with wealth management clients, cybersecurity is a necessary conversation. The wealthy are clamoring for digital protection. Advice on the defense against social media attacks, the selling of information on
-
We lost a legend this week with the death of Neal Adams. For those of us who are comic book nerds, his vision is etched in our childhoods and out artistic sensibilities. In his incredible career, he modernized Batman and his
-
The Wealth Management Industry is in the midst of massive demographic change. Business models are evolving, old entrants are retiring or merging, technology is leveling the playing field. As a result, clients are demanding more
-
SHELTON WILDER will be the first to tell you that the Los Angeles Residential Real Estate Market is no joke. Building a successful practice in the space is hyper-competitive. The glitz and glamour portrayed on Bravo
-
Few investors become so well known that they earn a nickname. BILL GROSS was known as the “Bond King.”. A natural polymath, Bill ascended to the throne with his novel total-return approach to managing bonds and his
-
Generationally low interest rates, inflation, unthinkable geopolitical risks, the speed of information and the prevalence of noise challenge our long-held conventional wisdoms. Many investors are at a loss as to how to save and
-
As part of a new project with the PRAGMATIC BOOKSHELF, I’m doing some thinking around the intersection of programming, finance, law and other disciplines. This was a fun piece around the latest word game craze, Wordle.
-
PERTH TOLLE: An Emerging Market Portfolio Manager with a unique methodology- INTRODUCTION Perth Tolle is the founder of the Life and Liberty Indexes and portfolio manager for the emerging market ETF with the ticker: FRDM Perth
-
Conservation Easements with MICHAEL ENGELHART With Joe Biden’s recent initiative to conserve nearly a third of US land by 2030, conservations easements have come back into the headlines. According to the NCED Database, a
-
International and Cross-Border Planning have been a major issues for high net worth clients for as long as there have been borders. It’s an enormous topic. Jobs, new family situations and geopolitics often send people
-
JOHN FICHTHORN, now a two-time “Wealth Actually” interviewee, joins the podcast to discuss his new documentary, “Gaming Wall Street”. Directed by Tobias Deml, the two-part documentary debuts on March
-
Occasionally we get a court case that has ripple effects across the fiduciary, asset management and investment management industries. In this episode, we’re going to look at the Potentially massive implications of the recent
-
The world of property and casualty insurance is undergoing a significant business model change- Emerging risks to HNW clients include the impacts of COVID and climate change to their businesses and assets. Additionally, there are
-
All of us have become more reliant on technology and software to solve problems and improve our lives. However, many of us understand less and less about the programming that goes into these solutions. Further, we
