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 […]
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 […]
Longevity Risk
Almost all of the numbers that you would really like to know when you are planning your retirement are completely unknowable. We have no way of […]
Crypto Assets 2020 – What’s the Story for 2021?
The past year has been transformational for Bitcoin and the crypto asset market. Markets are up 80%+, large institutions are starting to invest, and major […]
Give Your Clients What They Want Most: Confidence
Stress testing can be one of the most effective ways to confirm whether a particular approach, product or service is right for a client or […]
Buy Experiences, Not Stuff. Here’s Why.
When we spend money, we’re doing more than simply buying things. We want to create feelings of happiness, satisfaction and well-being. But are we really […]
Preparing Heirs for Their Inheritance
Are your heirs ready to deal with wealth you may be planning to pass on to them someday? Inheritors often struggle with their windfalls in […]
Don’t Get Duped by Informal Fallacies—in Business or in Life
When people want to get their way, in business and in life, they may resort to phony claims and false arguments instead of the truth. […]
A Note to Clients About Your Asset Management Process
The note below is what I shared today with a Client and want to share with you too… This is no doubt a uncomfortable situation. […]