I come from a long line of people who can’t keep track of their things. When I was a kid, it was my soccer cleats or my homework. My dad (you might know him as Jonathan) would try to help. He would ask if I looked in the den or on the back porch. When
This year we’ve been working through an unusually high number of lump sum investing scenarios with clients. No one has won the lottery or discovered a long-lost rich uncle who left them an inheritance. Rather, what we’ve encountered falls into two categories: a) an influx of cash (sale of a business, receipt of deferred compensation,
Most of us, including myself, get hung up on allowing a dollar figure to determine how “wealthy” we are. When in fact, wealth can be made up of things that are worth far more than money but are harder to quantify. Because of this difficulty in measuring, we often default to overlook these alternative measures.
I recently ran across an interview with Abigail Disney, granddaughter of Roy O. Disney, co-founder of The Walt Disney Company (posted here at New York’s The Cut What It’s Like to Grow Up With More Money Than You’ll Ever Spend.) It is a surprisingly vulnerable and honest insight into the real-life impact (both good and
I often overhear conversations of someone discussing how leasing a car is the most intelligent approach to having transportation. However, seconds later, I hear the audible scoff of the car buying group, as if buying a car is the best financial decision since Seward’s Folly. Luckily, we don’t like to pick sides. Instead, we let