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For a few years, the wealth advisory and asset management worlds have been captivated by three letters . . . ESG: Environmental, Social, and Governance. ESG has been an exploding trend as investors want to align their personal
November 23, 2020 •
Blog, Common Sense Economics, Entrepreneurs, Finance & Economics, Financial Essentials, Podcasts, Politics & Policy, Psychology, Science & Technology, Worth Reading and Watching • Views: 152
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It’s important to speak to people who are having success exploiting other asymmetries. Many opportunities come when the world devolves into chaos. (Bill Ackman recently made gigantic money by buying insurance against
November 17, 2020 •
Blog, Common Sense Economics, Current Market Data, Entrepreneurs, Finance & Economics, Financial Essentials, Foreign Affairs (of the non-romantic variety . . .), Podcasts, Politics & Policy, Psychology, Worth Reading and Watching • Views: 379
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The election is finally past us and for wealth advisors the work and the uncertainty is probably just beginning. JORY BARD ZIMMERMAN joins us to discuss some of the tools to help wealthy clients take advantage of the tools
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Video games were a formative part of my upbringing, but I have gotten away from them since my Atari 2600 and Nintendo/Sega habits. I was surprised to learn that the video game industry earned approximately $160B in 2019. It has
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Trustee Issues with Crypto-Currency (with Matthew McClintock) Family offices, trust companies and opportunistic individuals are dealing with a new and exciting asset class: cryptocurrencies. New Bitcoin multi-millionaires are
October 2, 2020 •
Blog, Current Market Data, Entrepreneurs, Finance & Economics, Financial Essentials, Guest Opinions, People Who Actually Know What They're Talking About, Podcasts, Psychology, Science & Technology, Worth Reading and Watching • Views: 1054
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When you have the chance to spend an hour with Jim O’Shaughnessy, you grab it with both hands. Most of us feel like we know him personally based on his thoughtful opinions and Twitter acumen (@JPOSHAUGHNESSY). But Jim is
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In this episode of “Wealth Actually”, I speak with George Hubbard. George is the Managing Partner and Chief Investment Officer of Algonquin Advisors, a Registered Investment Adviser that focusses on large families,
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Initial caveats: Morgan’s reputation for clear, broad-based writing is deserved. I read his blog at COLLABORATIVE FUND periodically. It is thoughtful on financial topics and it brings a level of heart and perception that is
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One of my friends going back to high school wrote a post on the TOUR DE FRANCE that was so interesting and informative that I felt obliged to share it. I know little about the cycling world beyond the fact that they are insane
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Part of the fun of the Wealth Actually podcast is to delve into topics around wealth management and better ways to help families understand the intersection between wealth and the fulfillment of goals and ideals. I also get to
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First, let me get some initial caveats out of the way. This is a good and challenging book. It’s thought-provoking and uncomfortable. Rare is the document that establishes a “new” world view that is crafted,
August 21, 2020 •
Blog, Common Sense Economics, Common Sense Policy, Dangerously Uninformed Commentary, Finance & Economics, Financial Essentials, Foreign Affairs (of the non-romantic variety . . .), Politics & Policy, Psychology, Worth Reading and Watching • Views: 1940
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As summer is starting to wane (before it ever really got going!), I took the time to try to look around the corners of wealth management for clients with BILL SWEET. We discussed today’s estate planning environment and the
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In the age of COVID-19, there has been a renewed focus on Health Care Directives. The communicability and finality of the disease have opened up all sorts of fears and uncertainty for many people- especially among the elderly. To
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Judy Pearson is the Founder and CEO of Nomadx. Nomadx helps fiduciaries, officers, directors, trust companies and law firms identify the risks in their practices and insure them against liability. She has over 37 years of
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Estate Plans: The Sticking Point The discussion around estate plans is rarely easy- especially with parents and grandparents. Dealing with one’s mortality , potentially different treatment of beneficiaries, emotional baggage
