Category: having it

For those with wealth

When Memory Fails

As we go through life, there are events that seem so memorable that we will never forget the who, when, where, how and why of them – like the day you graduated from college,...

Asset Allocation – Make It Your Own

Investments do better if you spread out your risks over various asset types. The goal of allocating to different classes is to have some that do well in good times and have others that...

Year End Money Moves for the Wealthy

Towards the end of the year, wealthy folks are not only thinking of the Thanksgiving Day feast and Christmas morning, but are also taking steps to wrap up their money year in the best...

Roosevelt’s Wealth Building

Ken Burns has done it again. He has created yet another fascinating documentary – this time one about Teddy and Franklin Roosevelt as well as Eleanor. We’ve been watching the 9 part series on...

A Legacy Beyond Heirs

Most of us want to be remembered after our death, after all, being memorialized is a form of never ending life. Many of us remember and honor those who came before us – our...