SHELTON WILDER will be the first to tell you that the Los Angeles Residential Real Estate Market is no joke.  Building a successful practice in the space is hyper-competitive. The glitz and glamour po

Few investors become so well known that they earn a nickname. BILL GROSS was known as the "Bond King.". A natural polymath, Bill ascended to the throne with his novel total-return approach to ma

Generationally low interest rates, inflation, unthinkable geopolitical risks, the speed of information and the prevalence of noise challenge our long-held conventional wisdoms. Many investors are at a

PERTH TOLLE: An Emerging Market Portfolio Manager with a unique methodology INTRODUCTION Perth Tolle is the founder of the Life and Liberty Indexes and portfolio manager for the emerging market ET

Conservation Easements with MICHAEL ENGELHART With Joe Biden's recent initiative to conserve nearly a third of US land by 2030, conservations easements have come back into the headlines. Accordi

International and Cross-Border Planning have been a major issues for high net worth clients for as long as there have been borders.  It's an enormous topic. Jobs, new family situations and geopolit

https://www.youtube.com/watch?v=ViEKPjkjEWI JOHN FICHTHORN, now a two-time "Wealth Actually" interviewee, joins the podcast to discuss his new documentary, "Gaming Wall Street". Directed by Tob

Occasionally we get a court case that has ripple effects across the fiduciary, asset management and investment management industries. In this episode, we’re going to look at the Potentially massive

The world of property and casualty insurance is undergoing a significant business model change Emerging risks to HNW clients include the impacts of COVID and climate change to their businesses and as

All of us have become more reliant on technology and software to solve problems and improve our lives.  However, many of us understand less and less about the programming that goes into these solut