What’s Your Number?

For those of you not in the investment profession, let me share a little secret: Most of us are not very happy at our jobs.  Many people outright hate them, yet the pay is so good that they can’t fathom leaving for something else.  To many who sit on trading desks or as an investment… Continue reading What’s Your Number?

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Protecting Your Assets from Creditors and Lawsuits

Protecting what you already have is an important, and often overlooked, aspect of building wealth.  It’s an unfortunate truth that we live in a litigious society and the target on your back only grows as you earn more wealth and status.  That’s why practicing stealth wealth is one of the best strategies around!

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Start Your “Get Rich” Account

Great Families often have great fortunes attached to them.  Rockefeller, Vanderbilt, and Rothschild are all family names that are well-known to most.  However, great fortunes can also be much more stealthy and still be substantial.  We don’t need to compare ourselves to the .00001%.  Imagine the good that you can do for generations of your… Continue reading Start Your “Get Rich” Account

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Pour the Foundation of Your Financial Fortress in Your 20s

Much like how the foundation of your home is what holds up the roof and walls, your financial foundation holds the walls and towers of your financial fortress together.  From a financial perspective, the goal of your 20s is to build the skills and knowledge necessary to construct your fortress in your 30s and expand… Continue reading Pour the Foundation of Your Financial Fortress in Your 20s

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Read Long Form Writing

Long form writing has seen a bit of a rebirth in the last few years.  The difference between long form and short form writing is best illustrated by the difference in a single, local newspaper article and a 10 page New Yorker article.  Beyond the different lengths (1,000 words seems to be the accepted cut-off… Continue reading Read Long Form Writing

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Family Money and Inherited Wealth

We Americans tend to fear and diminish family money.  We also confuse it with inherited wealth, two terms that I like to keep separate.  “Old money”, “Trust fund baby”, “Rich snob”, “Spoiled rotten”, “Bum.  These are all things we’ve heard people with inherited money called.  In other parts of the world, particularly European countries, society… Continue reading Family Money and Inherited Wealth

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