With the Biden proposals comes the potential for tax increases at the income, capital gains and estate tax level. Life insurance is becoming interesting again to a lot of families looking to expand on

Puerto Rico is a jurisdiction that excites the imaginations of wealth planners. It has interesting attributes for American citizens that other non-U.S. jurisdictions don't. For instance it is the on

https://www.amazon.com/Soundbite-Admissions-Secret-College-Beyond/dp/0306874830/ Sara Harberson, America's College Counselor, is a nationally recognized authority on college admissions with formid

*(5/30/21 UPDATE: A FULL TRANSCRIPT IS UNDERNEATH THE OUTLINE). In this podcast, I spend some time speaking with wealth management industry expert, Brittain Prigge, about the role of communication

This was an opportunity to speak with an amazingly accomplished portfolio manager and entrepreneur. Right now, the specter of interest rate volatility, market volatility and inflation risk have inves

I think direct indexing is going to be a major innovation in the world of wealth and asset management. It will help the RIA and wealth management world deliver on the promise of financial planning.

This podcast is off the beaten path from the usual wealth topics, but it's no less a story of perseverance and vision. It's a thrill to talk to my friends about their successes. In this case, it has b

On the referral of a colleague, I interviewed the Nashville-based, LEONORA WILLIAMSON. She is an expert in family business dynamics, corporate citizenship and executive coaching and she has unique in

I'm thrilled to have Ted Seides on the show to discuss his new BOOK, his wildly successful PODCAST, his FIRM'S media and coaching focus and the world of capital allocation. Ted has a unique perspecti

I see the concept of locating wealth and assets at the state level all the time for a variety of reasons . . . There has been only occasional talk of U.S. citizens exploring other citizenships. At