If you don’t pay attention to what Professor Jeremy Siegel, of the Wharton School, has to say about the long-term financial markets, you’ll likely miss the biggest and most obvious messages the financial markets are telling us about the long-term. He’s been making the point that the equity markets are where long-term investors should be […]

What would make a client fire their Financial Advisor on the spot and hire you? If you’re a high-end Financial Advisor, this question should consume you. If you’ve been hired to coordinate all the financial affairs for affluent families, this means you established a relationship of trust at some point. At a point, this family […]

You can make $10,000 an hour. What’s that, you say? I said that you can do activities that will earn you $10,000 per hour. I write this column for Financial Advisors who are serving individuals and families, but this is also true for any professional services provider in the financial services industry (accountants, lawyers, etc.). […]