A new paradigm for estate planning
People spend a lifetime creating an estate, yet spend little time planning it
Financial Advice
Debunking the myths of lending money to family
Intra-family loans are one of the easiest and most effective estate-planning tools out there
The benefits of investing the old-fashioned way
Most products developed in the past few decades have made it more complicated for the average investor
The perils of historical delusion
Without considering context, rational decision-making is compromised
Three lessons ‘Downton Abbey’ can teach us about business
Lord Grantham can illuminate what not to do when securing your financial future
Revisiting the myth of tax deferral
Tax efficiencies should be an integral part of any sound investment plan
6 things 2013 should have taught us about the financial markets, but didn’t
It’s buyer beware, as the bull market turns 5
Transparency and the financial advisor
Any professional who doesn’t tell clients how they make their money isn’t being fully transparent
Navigating the complexities of valuing a business
Choosing the wrong approach could dramatically impact your company
The stock market in 2014: up, but volatile
In the short term, markets move on current sentiment; longer term, they move on fundamentals
