Mar 6, 2025 | Blog, Stories that Empower
My wonderful colleague Sarah recently graduated from a professional development program called “Trauma of Money”. The course looks at the intersection of human psychology and finance. I’m excited to have her guest write this month’s newsletter as she shares her...
Feb 10, 2025 | Blog, Stories that Enrich
A few weeks ago, I did a talk for Nature London, as part of their Nature in the City series. While I do a lot of talks on financial, charitable and estate topics, this one was a bit different, as it was on my passion for astronomy, and astrophotography in particular....
Jan 9, 2025 | Blog, Stories that Inspire
If you have been a long-time reader, you’re probably somewhat surprised to get a January newsletter from us. Most years we take January off, as we have found that nobody likes to think about their money this time of year. Recent events have gotten me thinking about a...
Dec 4, 2024 | Blog, Stories that Amplify
Normally at year end, I like to tell the story of a real person – often we make it someone with a lot of personality or character who has done something unique and amazing with their estate. I’ve spent the year debating what story I should tell. And then, perhaps with...
Nov 11, 2024 | Blog, Stories that Empower
In 1899, a young lad was borne to two American-Italian parents in New York City. Alphonese Capone, or “Al” as he was known, got off to a rough start. He was in a gang by the age of 13, and had a side hustle as a bouncer at bars and brothels. It would be this latter...
