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End of Year Lists and Resolutions I hate resolutions, so we’ll skip that. I like to look back and review what went right and what didn’t and why. What went right . . . a lot. Personal Everest climbed. I published my
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I recently spoke with kick-butt entrepreneur, Storey Jones. She is an expert on divorce and family planning and has founded a company around her expertise. I’ll let her bio from her startup DTOUR.LIFE tell the story:
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Many thanks to Colleen O’Connell Campbell on being featured in RBC’s Series on Wealth: “I’m a Millionaire! So Now What?” A fun interview on a variety of wealth issues as well as writing and
November 27, 2018 •
Blog, Common Sense Economics, Entrepreneurs, Finance & Economics, Financial Essentials, In The Media, People Who Actually Know What They're Talking About, Recent Press & Events, Recent Press & Events, Worth Reading and Watching • Views: 469
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HAPPY THANKSGIVING First, a happy Thanksgiving to everyone. It is my favorite holiday- a time to reflect on one’s blessings and begin the process of building toward new achievements. Be safe and enjoy your family and
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The term “Gaslight” (from the 40’s movie) describes one person’s gradual manipulation of another’s perception of reality. The result is terminal internal questioning and ultimate madness. Along
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“MUNICIPAL BONDS: THE ORIGINAL IMPACT INVESTMENT?” For this first WA episode, I spoke with Matt Posner the Director of the Impact Coalition. We attack a bunch of topics centered around the emergence of the municipal
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This was a robust discussion around many of the themes in “Wealth, Actually.” I appeared on August 13th on Legacy cast to discuss financial and estate planning, wealth management and investing with James Snow. We
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Thanks to David Grasso, Scott Richmond and the team at Bookstr for having me on their Facebook Live channel. It’s always a pleasure to discuss “Wealth, Actually.” A link to the book is here and
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Here is something that is a little bit new! I was interviewed on my new book “Wealth, Actually by Josh Jalinksi on his Financial Quarterback show on 710 WOR ad on #iheartradio. We discussed estate planning, family
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With the 2018 midterm elections around the corner, I spoke with Ben Phillips about the impact of policy on the investment world. Ben Phillips serves as the CIO of EventShares, overseeing research and portfolio management for the
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Check out my appearance on Asset.TV with Shannon Rosic. We discuss the state of the debate on ACTIVE v. PASSIVE management and trends in wealth management. On the panel are: Scott Krauthamer, CFA – Global Head of
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In Podcast #25, I was able to speak with Bill Yoh, the author of “OUR WAY”. In the book, Bill tells the story of Spike Yoh, the driving force behind Day & Zimmermann with un-sugarcoated candor. An embattled son
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Podcast #21 features a fascinating conversation with Bart Stephens on the emergence of Bitcoin and blockchain. Bart is the Co-founder and Managing Partner of BLOCKCHAIN CAPITAL, the first VC firm to raise a venture fund through
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I spoke on my podcast with noted psychotherapist, Will Meyerhofer. He deals with heavy hitters on Wall Street, the NYC legal world and entertainment professionals. He pulls no punches. While I have written before on the
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A quick quote from me (about 2/3 of the way down) in the 8/26/16 New York Times on the causes behind the changing face of NYC’s storefronts. New York’s Disappearing Storefronts . . . . And more from the op-ed author,
