Should I Invest a Lump Sum Today, Tomorrow, or Over Time?

Should I Invest a Lump Sum Today, Tomorrow, or Over Time?

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,…

Abigail Disney and Money Conversations
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Abigail Disney and Money Conversations

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…