So, what is it that wealth managers and undertakers have in common?
I suppose it’s the ability to deal with life and death issues in a matter-of-fact manner.
It’s a trait not shared in the general population, where vast numbers are recklessly uninsured or under-insured, and where even the most rudimentary wills are not in place.
And now […]
Proof yet again you don’t have to fly to Las Vegas to satisfy your gambling urges.
We already know that insurance is the mirror image of an annuity. The former hedges the risk of premature death, while the latter is a hedge against longevity risk.
Hard to imagine that living a long life could ever be […]
Warning to wealthy seniors: Don’t go on any hunting trips with your adult kids anytime in 2010!
They’re after bigger game than usual that year.
Also, pass up the gift pass they tuck into your Christmas Stocking in 2009 for your free skydiving or scuba lessons.
And double-check to make sure the brake lines on your car […]
I’m sure you caught the recent headlines about the Rockefeller heirs pressuring Exxon to abandon their current fossil fuel extraction business in favor of greener alternatives.
I have no problem with that…but talk about biting the hand that feeds you…very, very well…for generations upon generations yet to come.
The press eats this stuff up.
Man Bites Dog
To place […]
There are some issues in wealth management that transcend anything contemplated by either the planner or the client.How else to explain the professionals who earn in the mid to high six figures annually, and never get around to drafting their will? Or who somehow never find the time for their insurance physical…and who […]
Blue Jeans Millionaire welcomes Christine as our newest contributor. She is Richard’s niece with some financial savvy of her own. Christine hopes to occasionally contribute a younger, female viewpoint to the blog.
Today would have been Heath Ledger’s twenty-ninth birthday. Instead of a celebration with friends and loved ones, there’s grief over his untimely death, salacious […]
