I’m constantly hearing from financial advisors who are getting nowhere on LinkedIn, despite having invested considerable time and money. In this post, I'll provide some guidance on how to avoid sounding like the typical (boring) [...]
The coincidence of historically low-interest rates and the increased gift tax exemption under the 2017 Tax Cuts and Jobs Act has temporarily created an opportunity for high net worth families to tax-efficiently transfer wealth from generation to generation. Of course, families can use their [...]
What Induces Children to Save (More)? Moritz Lukas (University of Hamburg) and Markus Nöth (University of Hamburg)A version of this paper can be found hereWant to read our summaries of academic finance papers? Check out our Academic [...]
One of the most well known and most beloved forms of literature is the fairy tale. Although most fairy tales are not about fairies, they are fictitious and highly fanciful tales of legendary deeds and [...]
Readers: Pat Cleary, our CCO/COO, will be sharing his insights on cybersecurity. (see here for a sample of his work). Webinar abstract: In this webinar, Patrick Cleary will demystify the world of cybersecurity and provide [...]
Warning: This cybersecurity post is a monster and meant to be a reference for financial advisors looking to build out a robust cybersecurity advisor solution. If blog posts were food, this would be a steaming [...]
The Maginot Line, built by the French after World War One, is a perfect metaphor for most cybersecurity programs, particularly those of financial advisors. The Maginot Line: A perfect metaphor for most cybersecurity programs [...]
Cybersecurity is much like boxing, combat, or discussing finances with your spouse: You can train all you want, but you never really know your true grit until you face your adversary face to face. [...]
As a proud alumnus of the Marine Corps (OMB Breach), filer of SEC materials (SEC breach), and card-carrying member of credit card carrying people (Equifax breach), not a week goes by without some headline reminding [...]
Have you been Ameritraded? Millions of years' worth of evolution have sharpened our brains to survive in the scam jungle of present day. Would you like a free car? How about a free [...]