I’ve been a Forbes Contributor since 2019. I write about wealth management topics. Here’s a running list of my articles in reverse chronological order:
Money Buys Happiness After All
What Should You Do After You’ve Won Powerball Or Mega Millions?
What Will The Market Return in 2024?
The Fed’s Dot Plots Are A Cautionary Tale For Interest Rate Fortune Tellers
Remembering Charlie Munger: 5 Of His Most Important Pieces Of Advice
For Bond Investors, Here’s Why The Recent Rise In Rates Is Actually Good News
Black Monday: The Improbable Crash, Its Causes, And Timeless Lessons For Investors
Debunking The Myth: The Surprising Truth About Lottery Winners And Life Satisfaction
Information Overload: Unraveling The Paradox Of Investment Knowledge
Riding The Debt Ceiling Roller Coaster: Guidance For Investors Amid Uncertainty
The Investing Blind Spot You Can’t Afford To Ignore
The Psychology Of Panic: What Toilet Paper Hoarding Teaches Us About Silicon Valley Bank’s Failure
How To Manage Private Equity Capital Calls
What Will The Market Return In 2023?
What Planning Should You Do Prior To Selling Your Company?
The Difference Between Experience And Expertise
Three Rules For Successful Bear Market Investing
Beware High-Water Mark Thinking
Three Essential Wealth And Life Lessons From “The Watermen”
How To Be An Effective Trustee
Top Tips For Effective Charitable Giving
Should You Invest Like A University Endowment?
What Will The Stock Market Return In 2022?
Four Proven Ways To Buy Happiness With Money
The Good, The Bad, And The Ugly: What House Democrats’ Tax Proposals Mean For The Wealthy
Should You Set Up A Donor Advised Fund Or A Private Foundation?
Five Ways To Be A Terrible Investor
Preserving Wealth Is A Very Different Discipline Than Creating It
The Seven Deadly Sins Of The Wealth Management Industry
What Can The Wealthy Do About Biden’s Proposed Tax Increases?
Four Lessons From The Big Stuck Boat Debacle
It’s Okay To Invest Near The Top Of The Market
Investors, Don’t Succumb To The Fear Of Missing Out
What 2020 Taught Us About The Stock Market
The Minsky Moment: Why Stability Leads To Panic And What To Do About It
What Will The Stock Market Return In 2021?
How Applying Regression To The Mean Can Improve Investment Performance
How To Use Irrevocable Gift Trusts To Take Advantage Of Your Estate And Gift Tax Exemptions
The Perils Of Confusing Predictive Models With Explanatory Models
Beating The Market Is Simple But Not Easy
Why It’s So Hard To Beat The Market
How To Decide What Your Family Office Should Outsource
Higher Taxes Are Coming – Here’s How To Prepare
How To Conduct Family Meetings That Don’t Turn Into An Episode Of ‘Succession’
Why The Stock Market Doesn’t Make Any Sense
Five Ways To Make Peace With Uncertainty Despite Our Worst Instincts
Want To Become A Better Investor? Look To The Wisdom Hierarchy
Five Planning Ideas To Make A Bear Market More Bearable
Why The Looming Recession Doesn’t Mean You Should Sell Out Of The Stock Market
Don’t Panic! 5 Strategies For Controlling Your Fear About Stock Market Turbulence
4 Ways Wealthy Families Protect Their Assets From Lawsuits
5 Books That Will Challenge Everything You Thought You Knew About Investing
What Will The Stock Market Return in 2020?
Could Giving Up U.S. Citizenship Help Wealthy Americans Reduce Their Tax Burden?
