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I see the concept of locating wealth and assets at the state level all the time for a variety of reasons . . . There has been only occasional talk of U.S. citizens exploring other citizenships. At the federal level, US
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Need to know more about how behavioral finance concepts work in practice? Watch the below video . . . . I was on an interesting twitter discussion about the best behavioral finance books out there. The usual suspects came up:
February 5, 2021 •
Blog, Dangerously Uninformed Commentary, Entertainment, Entrepreneurs, Finance & Economics, Financial Essentials, Guest Opinions, Psychology, Stunning Video, Worth Reading and Watching • Views: 345
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The 75th “Wealth Actually” Podcast . . . Wow . . . it seems like I just started this project a few months ago. It has been 4 and a half years since the first one . . . it’s alarming how fast time flies.
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I have been looking though my old files and found this interview I did around the launch of my book back in August of 2018. David Grasso had me on a Facebook live forum which was great fun (and David couldn’t have been a
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EUAN RELLIE is on the podcast today. We went around the world in half an hour and probably could have solved the worlds problems over drinks if we had the time. Alas, we only get a taste of Euan’s informed worldview and his
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Occasionally, I get to speak with someone in the industry that both affirms my experiences, but also pushes my thinking and worldview. DAVID C WELLS JR, CEO of Family Capital Strategy, fits that bill on the topic of advising
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It’s been almost 6 months since the last CEL . . . lots of catching up to do. In fact, I think I’ve gone through most of Netflix’s and Amazon Prime’s offerings . . . so it’s on to HBO Max to
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Here is the first video foray for the “Wealth Actually” podcast (a bit by accident! We had to switch formats midstream . . . so I decided to experiment with the video format). I interviewed Christopher
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After a slew of podcasts about structuring, estate planning, investment themes and politics, I thought it would be fun to dive into a sport with a long, regal. and unusual history- COURT TENNIS (or “Real Tennis”).
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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: 1079
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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: 1333
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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: 1907
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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
