Planning for a successful future isn’t homogenous. It simply can’t be. The needs that you and your business have are likely to be different from every other owner and business out there. So, the question you might ask about planning for future success isn’t, “How should I do this?” Instead, it should be, “Which process […]
Are you one of the few who would like to make a positive difference in the world but wonder how you can do it with real impact? Me too. I have volunteered to work with many many organization since I was around 11 years old. That summer the Special Olympics was held at UCLA and […]
The challenges of estate planning are being exacerbated by the growing phenomena of ‘gray divorce,’ or the breakup of marriages among couples who are over 50 years of age. Conflict among family members and other heirs already is the biggest stumbling block to successful estate planning and divorce among older couples is not helping the […]
The greatest threat facing the United States is China’s rapid advance in trying to dominate the 5G market and control the next generation of internet, the “Industrial Internet.” 5 years ago China launched its “Made in China 2025” plan which has hundreds of billions of dollars in backing from the communist Chinese government. The stakes for […]
More and more families are double-checking their wealth plans to determine whether those plans are really up to the tasks assigned to them. But to get real value from stress tests, it’s important to work with the right people. Click here to read the report.
Americans—especially the affluent—are some of the most charitable people in the world.[1] Chances are, you use some of your wealth to support favorite causes or organizations that are important to you. But those contributions may not be having as big an impact as they could—and it’s possible you’re missing out on some valuable charitable tax […]
Congratulations—you’re selling your business for big bucks! Have you planned for the big windfall that’s coming your way? If not, you may be putting your financial future at risk. Here’s how to make sure you’re set up for success. It’s published by BSW Inner Circle, a global financial concierge group I have on retainer to […]
What a fascinating illustration of how market diversification works and our confidence grows. Since 2000 the markets offering a higher expected return have provided just that 13 of the 16 periods. It also describes significant performance by large US stocks being the most recent and the only Indeed in 3 of last 5 periods that […]
I recently was asked to comment on a note that asked me how to plan for a 2020 stock market retreat. My answer was – who told you that was happening?
Are there 12 Steps for Financial Success? Here’s what I came up with.