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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
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In this podcast, I spend some time speaking with wealth management industry expert, Brittain Prigge, about the role of communication and expectations with wealthy families. We both agree that broadening communication within
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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: 351
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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
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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
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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
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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: 605
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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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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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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: 1222
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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: 1544
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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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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: 2318
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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
