I’m in Times Square in New York City celebrating the New Year and very recent birth of our first grandchild. 🙂
Given this is our special 25-Year Anniversary as a company, we created two "special edition" resources to help clients and friends spring board into 2015 with great focus and purpose. Just click on the download buttons below for an instant PDF copy our "Making 2015 an Extraordinary Year" and "Recommended Books, Apps and Resources" guides.
I am so pleased to announce that today, on December 2, 2014, the U.S. Patent and Trademark Office granted patent number 8,903,739: Systems and Methods for Optimizing Wealth, of which I am the inventor.
Decades in the trenches with accomplished business leaders experiencing a life-changing liquidity event offered the ideal extreme conditions conducive to innovation. Simply put, I do not believe people who experience good fortune should have to struggle to keep the wealth they created protected, growing and serving them…all too often wealth masters people instead of people mastering wealth.
“Given the big run that stocks have had, it’s probably a good time to sell.”
I recently heard this at a holiday party, but what struck me was how often I’ve heard the same thinking over the last 5 years … only with a different catalyst.
There seems to be plenty to worry about these days. Richard Bernstein Advisors recently published the latest list of fears.