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Quan is the author of his memoir “SPARROW AND THE RAZOR WIRE†His is an amazing story of redemption, the importance of second chances and the power of entrepreneurship. Quan spent twenty-two years in and out of
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The LGBTQ+ community has always been an important part of American fabric. But it’s only in last two decades that society, the law and the financial services industry have started to catch up to the community’s
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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
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(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
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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
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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: 625
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It’s been almost 6 months since the last CEL . . . lots of catching up to do. In fact, I think I’ve gone through most of Netflix’s and Amazon Prime’s offerings . . . so it’s on to HBO Max to
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Here is the first video foray for the “Wealth Actually” podcast (a bit by accident! We had to switch formats midstream . . . so I decided to experiment with the video format). I interviewed Christopher
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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: 1439
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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: 1813
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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
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: 2643
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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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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: 2295
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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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What if the 2020 election was delayed or cancelled? Haven and I take on this scary, and not-out-of-the-question, possibility . . . The mechanics of a delay or a cancellation are complicated. Here are three good articles for
