Yearly Archives: 2013

Are You Fiscally Fit? A Financial Check List to Share with Your Advisers

The summer is over, the kids are back in school, and just when you think you might have some time to relax, you ask yourself, “How on earth am I going accomplish all of my goals before year-end?”  Well, you are not alone.  I find that creating a checklist of ‘to do’ items is enormously helpful in accomplishing my goals, and emotionally satisfying as I knock items off my list.  With this in mind, I...
Read more

Highlights from a Fireside Chat with Warren and Doris Buffett about Philanthropy

Happy Dog Days of Summer!  In the spirit of warm days, cool breezes and light reading, I want to share with you some thoughts about philanthropy that I acquired from a ‘fire side chat’ with Warren Buffett and his sister Doris. I had the pleasure of hearing Warren and Doris Buffett speak at a Massive Open Online Course (MOOC) developed by Rebecca Riccio, Program Director, Northeastern (University) Students4Giving.  The course is called GivingWithPurpose, and it is...
Read more

Are the Rich Different? Four Lessons You Can Learn from Wealthy Investors

F. Scott Fitzgerald is often quoted for saying that, “The rich are different than you and me.”  This begs the question, “How are they different?” goldenegg_croppedThree economists set out to answer this question by studying the investment strategies, portfolios and behaviors of a good-sized group of wealthy families in the United States. What they found out is valuable to a wide range of...
Read more

Five Guidelines for Managing Social Media Risk

If you, your family or your business use social media (perhaps LinkedIn, Twitter or Facebook) then this article is a must-read. Social media might be a new phenomenon, but it is here to stay. Further, social media is not just for kids. As the technology matures more people and businesses are adopting it, and it is having a larger and more immediate impact on our lives. So, even if you are not Tweeting,...
Read more