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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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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: 1367
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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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With the tensions brought on by the confinement, new roles and financial pressures of the Coronavirus, I thought it would be good to take a new look at one of the greatest threats to wealth . . . Divorce. High-end family law
May 25, 2020 •
Blog, Common Sense Economics, Dangerously Uninformed Commentary, Entrepreneurs, Finance & Economics, Guest Opinions, Podcasts, Politics & Policy, Psychology, Worth Reading and Watching • Views: 950
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https://mehlmancastagnetti.com/wp-content/uploads/After-COVID-Mehlman-Q2-2020.pdf The political consulting firm, Mehlman Castagnetti, put together an interesting presentation on what a post-COVID world is going to look like.
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We are all trying to make sense of the difficult environment created by the Covid-19 pandemic. Uncertainty, economic difficulty, loss of routine, new roles and uncomfortable environments have us all on out heels. I thought it
