Culture Commentary
Wealthy American Presidents and Net Worth
Have you ever wondered how wealthy American presidents have been through our nation’s history? And can you name the last U.S. president…
Wealth Transfer Rises to $68 Trillion!
The U.S. wealth transfer number has gone up. As recently as early fall of 2018, the going number for the Great Wealth…
Empathy Carries More Weight Than A Big Brand
What do wealthy and even super-wealthy clients look for in an advisor? An institutional brand with a deep bench? Merrill Lynch? BNY…
Seven Key Mistakes Wealthy People Make
Sometimes we hear of those with wealth and it’s hard to imagine them making a mistake. But Simone Foxman of Bloomberg surveyed family…
Fear, Greed and Generosity, All in a Day’s News
Last week I was traveling across the country. Sometimes, I’ll pick up a newspaper or two. Today, it’s the USA Today and…
Can Money Buy Happiness?
It’s an age-old question. Some researchers sought to end the debate. Two researchers from the University of British Columbia studied whether those…
Christmas Facts
Here are some facts about Christmas taken from History.com—“History of Christmas.”¹ I share these facts to help take some of the commercial…
Nanny Job with a Maserati?
I had to smile at a recent CNBC news article. A family in London posted an ad for a nanny job with…
What Is the Religion of Millionaires?
What is the religion of millionaires? CNBC cited a study by New World Wealth noting that, of the 13.1 million millionaires in…
The Wall Street Journal Mansion?
Friday, September 8, 2017, and the Wall Street Journal is talking about mansions. They note the following: The former 4,800-square-foot home of…
Financial Psychology—A New Field?
Most people have heard of psychology. But financial psychology? Not so much. Two professors, a father and son team, Ted and Brad…
Lose Your Online Donations Because of Your Faith?
On September 7, 2017, Megan McArdle of Bloomberg News wrote a troubling article. There, she noted that the Ruth Institute, a conservative…
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