-
With the Biden proposals comes the potential for tax increases at the income, capital gains and estate tax level. Life insurance is becoming interesting again to a lot of families looking to expand on their functions of income
-
Puerto Rico is a jurisdiction that excites the imaginations of wealth planners. It has interesting attributes for American citizens that other non-U.S. jurisdictions don’t. For instance it is the one place that American
-
(Mentioned in article: Howard Lindzon, Dan McMurtrie, Morgan Housel, Peter Atwater, Donald Trump, Jim Harberson) I am bothered by the automatic connotation of success across disciplines. There is an old bromide that government
-
Sara Harberson, America’s College Counselor, is a nationally recognized authority on college admissions with formidable credentials: former Associate Dean of Admissions at the University of Pennsylvania, Dean of Admissions
-
*(5/30/21 UPDATE: A FULL TRANSCRIPT IS UNDERNEATH THE OUTLINE). In this podcast, I spend some time speaking with wealth management industry expert, Brittain Prigge, about the role of communication and expectations with wealthy
-
I was recently on Martin Shenkman’s Estate Planning Podcast to talk about the advantages of using Tennessee as a situs for Tax, Estate and Asset Protection Planning. We were able to spend a few moments on Tennessee’s
-
This was an opportunity to speak with an amazingly accomplished portfolio manager and entrepreneur. Right now, the specter of interest rate volatility, market volatility and inflation risk have investors’ full attention.
-
In this episode, Tyrone Ross, CEO of ONRAMP INVEST, and I lay out the three major functions financial planners need to worry about when conducting crypto and bitcoin estate planning: 1. Recordkeeping and the administration of the
March 31, 2021 •
Blog, Common Sense Economics, Entrepreneurs, Finance & Economics, Financial Essentials, In The Media, Politics & Policy, Psychology, Recent Press & Events, Recent Press & Events, Worth Reading and Watching • Views: 476
-
I think direct indexing is going to be a major innovation in the world of wealth and asset management. It will help the RIA and wealth management world deliver on the promise of financial planning. It will also help rationalize
-
This podcast is off the beaten path from the usual wealth topics, but it’s no less a story of perseverance and vision. It’s a thrill to talk to my friends about their successes. In this case, it has been a long time
-
In this episode, we talk about the importance of estate planning, jurisdictional arbitrage and some war stories in the wealth management field.
-
On the referral of a colleague, I interviewed the Nashville-based, LEONORA WILLIAMSON. She is an expert in family business dynamics, corporate citizenship and executive coaching and she has unique insights into the world of
-
I’m thrilled to have Ted Seides on the show to discuss his new BOOK, his wildly successful PODCAST, his FIRM’S media and coaching focus and the world of capital allocation. Ted has a unique perspective in the asset
-
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
-
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: 654
