Getting the Right Clients
As I was sipping my coffee at Starbucks recently, I overheard the following conversation between a financial advisor and his friend:
Keep On Giving
When a client contemplates setting up a private foundation, make sure you spend time with them on the "softer" issues, and that they are...
Today's tax law changes, volatile markets and low interest rates may unleash something that your client is not ready for--the law of unintended consequences. As...
WHAT ABOUT ME?
During these chaotic market times, many clients are struggling to stay calm and confident. Fortunately, they have you to vent to, to express their concerns...
TALK WITH ME
Recently I had the pleasure of hearing Charles A. Lowenhaupt deliver a case study on family wealth. Lowenhaupt is chairman and chief executive of Lowenhaupt...
SECOND HOME BLUES
This summer I had the opportunity to visit several vacation resort communities. They were spectacular--beautiful homes in beautiful settings. But whether I was on the...
The Cobbler's Shoes
On Friday, June 13, Tim Russert, NBC News' Washington bureau chief and the moderator of "Meet the Press," died after suffering a heart attack. He...
I was looking through an old New York Magazine (August 2007), and a small article caught my eye. It was titled, "Bear Market? Dump Your...
If the first word that comes to mind when you think of spring is cleaning, we're not on the same wave length. Personally, I live...
Changes in Charitable Compliance
Warning! Warning! Do not drive or operate any machinery or heavy equipment while reading this article. The reading of this article may cause sudden dizziness...