Archive for October, 2009

What’s In A Name?

Oct. 26, 2009 No Comments Posted under: Family Wealth, Musings

I recently heard on the radio a segment about the names of animal groups. A journey of giraffes. A leap of leopards. A charm of hummingbirds. I wondered how people came up with these names and who got to name them. How cool would that be to get to name a group of animals?!?!
So why [...]

Consider This

Oct. 20, 2009 1 Comment Posted under: Musings, Readings

As difficult as it is to believe, the busiest shopping day of the year is just over one month away, and Christmas is barely two months off. So, even though my closet is still filled with Capri’s and sleeveless blouses, my thoughts have begun to turn toward the Christmas season.
Apparently, I’m not the only one, [...]

According to a Prince & Associates survey, there is a disconnect between the value financial advisors believe they provide clients and the value high net-worth clients believe they receive. That is, while advisors tend to believe they offer high-value service, clients are not so sure. And, even those who are “satisfied” are not likely to [...]

I recently began reading Your Money & Your Brain: How the New Science of Neuroeconomics Can Help Make You Rich by Jason Zweig. For warm-ups, he gives examples of how knowing better doesn’t mean we’ll do better and runs down some basic lessons we’ve learned as the field of neuroeconomics has progressed.
My favorite “case study” [...]