A Word About Crypto
I attended a symposium on Family Office investing this past week. A couple of folks from the Fidelity Digital Assets unit shared many interesting and […]
Inflation Insight Q1 2022
Inflation is a political lightning rod. As a result, there is a good deal of misconception around it. The Consumer Price Index (CPI) is up […]
Ooops…the Producer Price Index Just Went Boom!
When I suggested they went boom…prices for intermediate processed goods are up 24.1% versus a year ago while unprocessed goods are up 29.7% versus a year ago.
Planning for Art Ownership – NFTs
*The distributed ledger technology of blockchain is most commonly associated with bitcoin and other “cryptos,” but the use of such tech reaches much wider. An […]
Real Estate Reality 2022
Heads up if your thinking Real Estate. Home sales declined 4.6% in December at a lower than expected rate and December sales are down 7.1% […]
Big Wealth Mistakes the Super Rich Don’t Make
No one is perfect—not even the smartest or most famous among us. But some people veer closer to perfection than others. Take the self-made Super […]
All-Time-High Anxiety
Check out this very interesting article from Dimensional Funds regarding the highs and potential upcoming lows of the financial markets. As always, standing by if […]
What is Wealth Planning, Really?
It can be all too easy to focus on just one aspect of your financial life—and in doing so, miss opportunities as well as incur […]
Fast & Curious
Tech in the Crypto Fund Asset Space The rise of crypto funds has been rapid, and Trident Trust, the international provider of corporate, trust and […]
Investing Intelligence?
Of course, intelligence doesn’t always translate into wise behavior. Studies of behavioral finance have found the human brain is more interested in survival than saving. […]