Struggling Vines Produce the Best Wines – A Metaphor for Good Parenting
In a loft, nestled around a large wooden artistic-type table overlooking the NYC landscape, sat two generations of a family. As my team led the…
3 Essential Non-Technical Planning Considerations for Big Financial Gifts
Are you planning a substantial transfer of wealth this year? You’re not alone! Due to anticipated changes in United States tax law, many affluent Americans…
Share and Tag Activity – Opening Up Family Conversation Again
INTRODUCTION: As you know, the United States is implementing a three-phased approach to reopen the economy after stay-at-home orders are lifted. Similarly, the way families…
Mark Cuban & The Antidote to Entitlement – Virtual Family Education Series
INTRO: Whether you’re together or separated from your family members right now, we know you’re doing your best to stay connected, and desiring to have…
Reflections of a NextGen’er
After delivering the morning keynote at Invesco’s Investment Symposium today, my O’hare-bound Uber drove past the Intercontinental Hotel, which flashed a memory from my past.…
4 Parenting Tips for Financially Successful Families
In chapter five of my book Legacy, I address the question that is on the hearts and minds of parents, especially parents of financially successful…
A Script for Meaningful Family Conversations
When people have infant children at home, they tell themselves that the next stage of parenting will be easier—more sleep, less worry. They, of course,…