Posts in Newsletter Articles
Resolve to be Imperfect in 2015

Can I just say that I find all these organizing tips for the New Year discouraging? Why? Because I start out with good intentions, just like we all do, and then life gets in the way.

Life is messy.  It is even for the ultra organized.  Remember Martha Stewart? She has a perfect life on Pinterest and in her magazine, but she did go to prison. That little fact always helps keep things in perspective.

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We’re So Rich. Why Don’t We Feel Like It?

Does anyone feel rich anymore? We meet with clients all the time who are wealthy by many standards. But they often say they do not live extravagantly and should not be considered rich.

A big factor in this phenomenon is that it is human nature to compare our lives “up” and not “down”.  We’re far more likely to point to one person who appears to have more wealth than we do, and…

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Three Ways to Diversify Your Investments for Massive Rewards

So-called “alternative investments” are a hot topic nowadays. For the last several years the world of professional money management has seemingly been obsessed with finding novel ways to diversify beyond traditional asset classes.

But I have some suggestions for alternative investments you will never hear about in the Wall Street Journal or on CNBC, and they probably make sense for just about everyone. They too will…

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