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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: 1399
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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
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In this episode of “Wealth, Actually”, we get to dive into the comic-book industry with Gevian Dargan. Gevian is about to launch his comic imprint, Animated Concepts, which is focusing on getting some of the great
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The James Bonds I did a fun interview with Jason Cilo on the Full Cast and Crew Podcast. The topic: On Her Majesty’s Secret Service. We covered a bunch of ground on the merits of OHMSS and the amazing story on the rise and
June 30, 2020 •
Blog • Views: 943
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This is the best time I have ever seen for generational estate planning Interest Rates are at generational lows which provides extra leverage an flexibility in moving assets out of an estate Valuations for assets are low due to
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As businesses and business owners struggle COVID-19; impact on operations going forward, I thought it would be useful to revisit the issue of asset protection for wealthy families. Liability is around every corner and the best
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If it feels like you have watched all of everything on Netflix and Amazon . . . you’re probably right! The “CORONAVIRUS ENTERTAINMENT LIST” got so big that I put together Part 2. I’ll add to, organize and
