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  • January 17, 2021 • Views: 303

    EP.74 A LOOK INTO 2021 with Investment Banker, EUAN RELLIE

    EUAN RELLIE is on the podcast today. We went around the world in half an hour and probably could have solved the worlds problems over

    Read More

  • January 13, 2021 • Views: 317

    EP.73 AVOIDING “SHIRTSLEEVES TO SHIRTSLEEVES” with DAVID C. WELLS, JR.

    Occasionally, I get to speak with someone in the industry that both affirms my experiences, but also pushes my thinking and worldview.

    Read More

  • January 6, 2021 • Views: 396

    BLOG: The Coronavirus Entertainment List, Part 3

    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

    Read More

  • December 16, 2020 • Views: 695

    EP.72 CYBERSECURITY for 2021 with CHRIS OTT

    Here is the first video foray for the “Wealth Actually” podcast (a bit by accident! We had to switch formats midstream . . . so

    Read More

  • December 14, 2020 • Views: 707

    EP.71 COURT TENNIS with HAVEN PELL

    After a slew of podcasts about structuring, estate planning, investment themes and politics, I thought it would be fun to dive into a sport

    Read More

  • November 23, 2020 • Views: 936

    Ep.70 ESG INVESTING with JOHN ROSENBERG

    For a few years, the wealth advisory and asset management worlds have been captivated by three letters . . . ESG: Environmental, Social,

    Read More

  • November 17, 2020 • Views: 1113

    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

    Read More

  • November 9, 2020 • Views: 1008

    Ep.68 ESTATE and CHARITABLE PLANNING for 2021 with New York...

    The election is finally past us and for wealth advisors the work and the uncertainty is probably just beginning. JORY BARD ZIMMERMAN joins

    Read More

  • October 25, 2020 • Views: 1306

    Ep.67 – WOMEN and VIDEO GAME CULTURE with REBECCA DIXON

    Video games were a formative part of my upbringing, but I have gotten away from them since my Atari 2600 and Nintendo/Sega habits. I was

    Read More

  • October 2, 2020 • Views: 1739

    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

    Read More

  • September 25, 2020 • Views: 1343

    Ep.65 The PAST, PRESENT and FUTURE of a FAMILY BUSINESS with...

    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

    Read More

  • September 20, 2020 • Views: 1211

    EP.64 BRINGING INSTITUTIONAL THINKING TO INDIVIDUAL INVESTING with GEORGE HUBBARD

    In this episode of “Wealth Actually”, I speak with George Hubbard. George is the Managing Partner and Chief Investment Officer

    Read More

  • September 14, 2020 • Views: 2626

    A Review of “The Psychology of Money” by Morgan Housel

    Initial caveats: Morgan’s reputation for clear, broad-based writing is deserved. I read his blog at COLLABORATIVE FUND periodically.

    Read More

  • September 8, 2020 • Views: 919

    Guest BLOG: Background on the TOUR DE FRANCE from Dave...

    One of my friends going back to high school wrote a post on the TOUR DE FRANCE that was so interesting and informative that I felt obliged

    Read More

  • September 4, 2020 • Views: 1156

    EP.63 BUILDING A NEW TRUST COMPANY: A Discussion with BETSY BROWN

    Part of the fun of the Wealth Actually podcast is to delve into topics around wealth management and better ways to help families understand

    Read More

  • EP.74 A LOOK INTO 2021 with Investment Banker, EUAN RELLIE

    EUAN RELLIE is on the podcast today. We went around the world in half an hour and probably could have solved the worlds problems over drinks if we had the time. Alas, we only get a taste of Euan’s informed worldview and his

    January 17, 2021 • Blog, Common Sense Economics, Entrepreneurs, Finance & Economics, Financial Essentials, Foreign Affairs (of the non-romantic variety . . .), Podcasts, Worth Reading and Watching • Views: 303

    Read More

  • EP.73 AVOIDING “SHIRTSLEEVES TO SHIRTSLEEVES” with DAVID C. WELLS, JR.

    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

    January 13, 2021 • Blog, Finance & Economics, Guest Opinions, Podcasts, Psychology, Worth Reading and Watching • Views: 317

    Read More

  • BLOG: The Coronavirus Entertainment List, Part 3

    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

    January 6, 2021 • Blog, Entertainment, Finance & Economics, Politics & Policy, Worth Reading and Watching • Views: 396

    Read More

  • EP.72 CYBERSECURITY for 2021 with CHRIS OTT

    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

    December 16, 2020 • Blog, Entrepreneurs, Finance & Economics, Financial Essentials, Podcasts, Politics & Policy, Science & Technology, Worth Reading and Watching • Views: 695

    Read More

  • EP.71 COURT TENNIS with HAVEN PELL

    After a slew of podcasts about structuring, estate planning, investment themes and politics, I thought it would be fun to dive into a sport with a long, regal. and unusual history- COURT TENNIS (or “Real Tennis”).

    December 14, 2020 • Blog, Entertainment, Podcasts, Worth Reading and Watching • Views: 707

    Read More

  • Ep.70 ESG INVESTING with JOHN ROSENBERG

    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: 936

    Read More

  • 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: 1113

    Read More

  • 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: 1008

    Read More

  • Ep.67 – WOMEN and VIDEO GAME CULTURE with REBECCA DIXON

    Video games were a formative part of my upbringing, but I have gotten away from them since my Atari 2600 and Nintendo/Sega habits. I was surprised to learn that the video game industry earned approximately $160B in 2019. It has

    October 25, 2020 • Blog, Entrepreneurs, Finance & Economics, Financial Essentials, Podcasts, Science & Technology, Worth Reading and Watching • Views: 1306

    Read More

  • 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: 1739

    Read More

  • Ep.65 The PAST, PRESENT and FUTURE of a FAMILY BUSINESS with JIM O’SHAUGHNESSY

    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

    September 25, 2020 • Blog, Common Sense Economics, Entrepreneurs, Finance & Economics, Financial Essentials, Podcasts, Psychology, Worth Reading and Watching • Views: 1343

    Read More

  • EP.64 BRINGING INSTITUTIONAL THINKING TO INDIVIDUAL INVESTING with GEORGE HUBBARD

    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,

    September 20, 2020 • Blog, Common Sense Economics, Entrepreneurs, Finance & Economics, Financial Essentials, Podcasts, Psychology, Worth Reading and Watching • Views: 1211

    Read More

  • A Review of “The Psychology of Money” by Morgan Housel

    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

    September 14, 2020 • Blog, Entrepreneurs, Finance & Economics, Financial Essentials, Psychology, Worth Reading and Watching • Views: 2626

    Read More

  • Guest BLOG: Background on the TOUR DE FRANCE from Dave Nicholson

    One of my friends going back to high school wrote a post on the TOUR DE FRANCE that was so interesting and informative that I felt obliged to share it. I know little about the cycling world beyond the fact that they are insane

    September 8, 2020 • Blog, Entertainment, Guest Opinions, Worth Reading and Watching • Views: 919

    Read More

  • EP.63 BUILDING A NEW TRUST COMPANY: A Discussion with BETSY BROWN

    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

    September 4, 2020 • Blog, Common Sense Economics, Entrepreneurs, Finance & Economics, Financial Essentials, Podcasts, Psychology, Worth Reading and Watching • Views: 1156

    Read More

1 2 … 32 Next »
Wealth, Actually

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RECENT POSTS

  • EP.74 A LOOK INTO 2021 with Investment Banker, EUAN RELLIE
  • EP.73 AVOIDING “SHIRTSLEEVES TO SHIRTSLEEVES” with DAVID C. WELLS, JR.
  • BLOG: The Coronavirus Entertainment List, Part 3
  • EP.72 CYBERSECURITY for 2021 with CHRIS OTT
  • EP.71 COURT TENNIS with HAVEN PELL

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