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We are all familiar with the labyrinth of the healthcare system: The paperwork, the confusion and the cost can be overwhelming. One of the blind spots in wealth management at all levels is the advice for the most
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With the end of the year approaching, the focus of HNW and Family Office Space has turned to intergenerational planning. One of the ideas on the minds of many families is providing for future generations. It would be natural to
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And here are my PREVIOUS APPEARANCES (Centering around two James Bond entries):
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Dating apps combine many controversial concepts: technology, sex, societal change, economic intrigue . . . and the law. We are in the early stages of understanding how dating apps are affecting the way people interact. Our legal
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If you are a casual sports fan, the emergence of the Saudi-backed LIV Golf Tour and its enormous sums of money has been a major story. It has all the elements of a classic drama: Famous Athletes Outsized Personalities Big, almost
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Private Jets are on the minds of all successful people. The time savings, security, convenience and prestige appeal to the everyone. However private aviation is so much more. It can be complicated and it’s definitely expensive.
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It is a common saying that wealth in families is built and lost in three generations. However, this “shirtsleeves to shirtsleeves” phenomenon is on the minds of most wealthy families.There is constant demand for advice from
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Two years after its onset, the world’s response to the COVID-19 Pandemic will be generational event studied for years. It is a reminder that tail risk events happen more frequently than we think. Pandemics have been a
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Today, I have a challenging discussion with Dr. CHRIS HEYE, PhD, founder of WHEALTHCARE SOLUTIONS. We talk about the issues of older age on decision-making and how that affects an individual’s retirement. We go through data on
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We lost a legend this week with the death of Neal Adams. For those of us who are comic book nerds, his vision is etched in our childhoods and out artistic sensibilities. In his incredible career, he modernized Batman and his
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The Wealth Management Industry is in the midst of massive demographic change. Business models are evolving, old entrants are retiring or merging, technology is leveling the playing field. As a result, clients are demanding more
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SHELTON WILDER will be the first to tell you that the Los Angeles Residential Real Estate Market is no joke. Building a successful practice in the space is hyper-competitive. The glitz and glamour portrayed on Bravo
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Few investors become so well known that they earn a nickname. BILL GROSS was known as the “Bond King.”. A natural polymath, Bill ascended to the throne with his novel total-return approach to managing bonds and his
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Generationally low interest rates, inflation, unthinkable geopolitical risks, the speed of information and the prevalence of noise challenge our long-held conventional wisdoms. Many investors are at a loss as to how to save and
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As part of a new project with the PRAGMATIC BOOKSHELF, I’m doing some thinking around the intersection of programming, finance, law and other disciplines. This was a fun piece around the latest word game craze, Wordle.
