EP.86 BOURBON as an INVESTMENT with MARK GARBIN

With interest in alternative asset classes at an all-time high, the focus of family offices and other investors has been to investigate more “liquid assets.” We’re not talking about cash or oil . . . the spirits

June 30, 2021 • Blog, Current Market Data, Entrepreneurs, Finance & Economics, Podcasts, Worth Reading and Watching • Views: 613

EP.69 EMERGING MARKETS, DISORDER and INVESTING with PHILIP READE

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: 1756

Ep.68 ESTATE and CHARITABLE PLANNING for 2021 with New York Attorney, JORY BARD ZIMMERMAN

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

November 9, 2020 • Blog, Common Sense Economics, Current Market Data, Podcasts, Psychology • Views: 1609

EP.66 BITCOIN, ESTATE PLANNING and TRUSTEE RESPONSIBILITY with MATTHEW McCLINTOCK

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: 2915

Ep.60 FIDUCIARY LIABILITY with JUDY PEARSON

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

July 14, 2020 • Blog, Current Market Data, Entrepreneurs, Finance & Economics, Podcasts, Psychology • Views: 1276

VIDEO BLOG: The Time is Now for Estate Planning

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

June 29, 2020 • Blog, Common Sense Economics, Current Market Data, Finance & Economics, Financial Essentials, Worth Reading and Watching • Views: 1052

Ep.52 LEANNA HAAKONS- Sound Money Strategies in the COVID-19 Lockdown Environment

Leanna Haakons is a financial marketing expert, entrepreneur and author of bestseller, Young, Fun & Financially Free. In addition, Leanna is the EIC of TheWellthyMindset.com, and says Millennials those in their

April 23, 2020 • Blog, Common Sense Economics, Current Market Data, Entrepreneurs, Finance & Economics, Financial Essentials, Frazer's "Go-To" Finance Websites, Guest Opinions, Podcasts, Worth Reading and Watching • Views: 1346

Active vs. Passive: My Recent Appearance on Asset.TV

Check out my appearance on Asset.TV with Shannon Rosic. We discuss the state of the debate on ACTIVE v. PASSIVE management and trends in wealth management. On the panel are: Scott Krauthamer, CFA – Global Head of

June 27, 2018 • Blog, Current Market Data, Finance & Economics, Financial Essentials, In The Media, Personal Financial Predictions You Absolutely Shouldn’t Tell Your Broker . . ., Recent Press & Events, Recent Press & Events, Worth Reading and Watching • Views: 1765