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All Together: Editor's Letter

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Like all jobs, the task of putting out a regular publication involves a team effort. Magazines have the editorial side and the advertising side. It isn’t always easy — or often appropriate — for the two sides to work in tandem. But since both sides support each other, there needs to be the right quantity (and quality) of comradery and support.

Bill Stuart, a former sales executive for Research on Wealth, passed away in early June. He was a master at understanding that the two sides of the publishing coin must communicate in order to thrive and yet stay out of each other’s way.

“He was a great all-around person as a father, mentor, teammate and friend, and his communication skills translated from his personal life into his professional life,” said Adam Dunn, head of sales for the magazine.

I attended several Pershing INSITE events in Hollywood, Florida, with Bill over the years. I’ll never forget standing with him in a thatched-roof snack bar during a tropical storm one afternoon. We got soaked but still enjoyed talking shop and getting to know each other.

Like so many of Bill’s colleagues, I am grateful for the time I spent with him. He had the great technique of bringing up ideas and concerns as thoughtful questions. As Bob Tyndall, a former publisher of Research, shared: “Bill was a superb salesman and, more important, a great friend who will be missed.”

Several of our features this quarter focus on individuals who care — like Bill did — about both professional success and personal integrity. Shelly Church of Raymond James, for instance, describes her commitment to clients and to the community in “Wealth Watch.”

Antwyne DeLonde of UBS is profiled in “Giving Back,” while Amy Finkelstein of MIT and her research is examined in a longer piece. As DeLonde shares, a quality education and mentoring are essential for children’s success. Luckily, my younger son Roger had just that in high school and will attend UCLA in the fall.

Achieving big goals requires focus and a systematic approach. Michael Finke of The American College of Financial Services describes the complexity and importance of goal-based investing in this issue’s cover story. With an empty nest on the horizon, I can see it’s time to update my own investment objectives and makes some new life plans, too.


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