In 2022, I published a book, The False Hope of Global Diversification: Confessions of a Portfolio Management Maverick. Doing the research for this book, I hired a Columbia University Graduate Student, Max Grossman, to research my premise: that in recent decades and perhaps into the future, global markets are tightly correlated and therefore there is … Read more
The easiest way to protect your portfolio from geopolitical risk is to not invest internationally. This is not to say you shouldn’t reap the rewards of international growth. It is to say let the US Companies that you invest in do international investing. As much as 60% of US Firm revenue comes from outside the … Read more
Finding the right financial advisor is hard work. There is no database that matches both competencies and personalities of advisors to clients. You are left with trying to use titles and compensation arrangements to find that needle in a haystack. What makes this worse is that as your wealth grows, you need a different haystack. Jessica is in a networking … Read more
In the early 1990s, I stumbled upon a business management process that has set the tone for my Lattice Wealth Management groups client communication strategy to this day. The computerized system—remember this was the early ‘90s—produced a report every month of any client with whom I hadn’t had a conversation for over 90 days. With … Read more
Ever wondered exactly what comprises the roughly 300,000 “Financial Advisors” in the United States? There is an incredibly broad spectrum of professionals that can qualify; the hurdle rate is very low. There is no one regulatory agency nor designation. Even looking at videos from unbiased sources leaves the public confused as to exactly what they … Read more
A Conversation with Serial Entrepreneur Shawn Flynn on Mergers & Acquisitions and Growth Capital Join us as we sit down with Shawn Flynn, a seasoned investment banker and entrepreneur. Discover the lessons he learned from his early days in retail, his journey from mechanical engineering to finance, and his insights into building successful businesses. In … Read more
Navigating the Future of Financial Advice with Paul Hatch Join us for an insightful conversation with Paul Hatch, a seasoned financial advisor with nearly 40 years of industry experience. As a former executive at top firms like EF Hutton, Morgan Stanley, and UBS, Paul brings a wealth of knowledge and expertise to the table. In this episode, … Read more
Elevate Your Financial Advisory Practice: Expert Insights from Cameo Roberson Join us as we delve into the world of financial advisor transitions with Cameo Roberson, founder of Atlas Park. Discover how she helps advisors move their practices, grow their businesses, and overcome common roadblocks. In this episode, you’ll learn: Listen Now
From Page to Ear: A Deep Dive into Audiobook Production with Allegra Bandy Join us as we chat with Allegra Bandy, founder of Oddua Publishing, to explore the world of audiobooks. We’ll discuss the ins and outs of the audiobook industry, from the author’s perspective. Whether you’re a seasoned author or a budding writer, this episode … Read more
Navigating Succession Planning: Expert Insights from Laurie Nichols Join us as we delve into the world of succession planning with Laurie Nichols, a renowned coach specializing in helping independent wealth managers and professional service firms. In this episode, you’ll learn: Whether you’re a seasoned wealth manager or just starting out, this episode offers invaluable insights … Read more