Updates

EP.75 INDIVIDUAL TRUSTEESHIP with MARGUERITE LORENZ

January 27, 2021

A Video Interview on “Wealth, Actually”

January 22, 2021

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

January 17, 2021

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

January 13, 2021

BLOG: The Coronavirus Entertainment List, Part 3

January 6, 2021

EP.72 CYBERSECURITY for 2021 with CHRIS OTT

December 16, 2020

EP.71 COURT TENNIS with HAVEN PELL

December 14, 2020

Ep.70 ESG INVESTING with JOHN ROSENBERG

November 23, 2020

EP.69 EMERGING MARKETS, DISORDER and INVESTING with PHILIP READE

November 17, 2020

Ep.68 ESTATE and CHARITABLE PLANNING for 2021 with New York Attorney, JORY BARD ZIMMERMAN

November 9, 2020

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

October 25, 2020

EP.66 BITCOIN, ESTATE PLANNING and TRUSTEE RESPONSIBILITY with MATTHEW McCLINTOCK

October 2, 2020

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

September 25, 2020

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

September 20, 2020

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

September 14, 2020

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

September 8, 2020

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

September 4, 2020

A Review of “The Deficit Myth” by Stephanie Kelton.

August 21, 2020

Ep.62, The CURRENT ESTATE PLANNING ENVIRONMENT with BILL SWEET

July 27, 2020

Ep.61 HEALTH DIRECTIVES with TIFFANY MCKENZIE

July 20, 2020