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Blog

05
May

Sex Drugs and No Control: The Wild Ways of Banks Continues

Dear Banking Industry, Scandalous, illegal, or immoral Wall Street activities can happen anytime, anywhere. Take heart! Not one of you is alone. We took a look at some of Wall Street's ...

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12
Apr

How to Prepare Heirs to Handle a Family Inheritance

New approach calls on the older generation to share their experiences and values with heirs By STEVEN ABERNATHY & BRIAN LUSTER April 12, 2015 When wealth is passed down through generations in a family, the ...

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10
Mar

Does Obama’s Endorsement of a Fiduciary Standard Change the Wall St. Status Quo?

by Brian Luster and Steven Abernathy “There are a lot of very fine financial advisors out there, but there are also financial advisors who receive backdoor payments or hidden fees for ...

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24
Feb

How Do Intelligent Investors Hire Wealth Managers?

Since publishing our Huffington Post.com blog which mentioned only a small fraction of what occurred at banks and Wall Street firms last year, not much has changed. Why do perpetrators of ...

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18
Feb

Decisions, Decisions…Are Yours Good Ones?

Why do smart people make bad financial decisions? More importantly, why do they keep making them? Perhaps they study stocks, market fluctuations, or market indicators. Only a fractional percentage of ...

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17
Feb

Banking on the Family

What exactly is a family bank and what are its applications? Mainly used to pay for education, buy a home, or start a business, (though it certainly can have other applications, ...

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10
Feb

Keep Wealth in the Family

Nearly every country on the planet has its own aphorism to reflect the all-too-common trend of rags to riches and back to rags again. In our culture, this phenomenon is described ...

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03
Feb

How to Be Brilliant and Rich (or Just Rich)

Can a person rise to the very top of their game in more than one area of life?  Is it possible to be both brilliant and rich? The Irony of Intelligence ...

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27
Sep

BEST THREE WAYS TO SAVE FOR YOUR CHILD’S EDUCATION

Preparing and saving for your children’s education can be an overwhelming, and sometimes daunting, task. Most parents don’t even know where to begin and many think the best way to ...

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27
Sep

FAMILY WEALTH PLANNING

Family wealth planning (estate planning) is becoming an increasingly necessary service to ensure that governments do not tax away all the value of family assets. Discover the tax benefits and ...

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