We live in complex and confusing times. Everyone is required to make many judgments, weigh many issues, and take a great deal of information into account on a daily basis. So many of the important decisions we must make call for specialized skills or experience that we may not possess. They also demand free time for thoughtful reflection; something which may be in short supply. What we badly need, to manage our complicated lives, is excellent advice. The need for good counsel, though, leads directly to a bigger problem: who should we trust? In some ways, this is the biggest quandary of all. Figuring out in whom we can safely place our faith and reliance seems almost impossible. Yet solving this dilemma is critical. In light of the growing complexity and specialization of our world, obtaining the best advice is more vital than ever. Finding skilled advisors who are deeply trustworthy may be the most important, and most difficult, task we face. [Read more…] about A New Professionalism
How to Explain What I Do
I have a longstanding problem concerning how to explain the work I do. When I describe myself as a wealth manager people often wonder what that really means. Referring to myself as a lawyer who helps people with their money only creates more confusion. Using the widely known descriptor of “financial advisor” causes many people to confuse my work with that of an investment advisor or broker. I want to be able to describe what I do fully and understandably in just a few words.
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Worthwhile Financial Advice Must Come From a True Professional
Those who seek to safeguard their financial future face many challenges. The difficulties of economics, taxation, complicated mathematics and planning for the future all come together in a convoluted bundle. Each piece can be a challenge and each is significant. An even greater problem looms above all of these, however, and its answer lies at the root of protecting a family’s financial well being. Who can we trust to give us the best possible advice? [Read more…] about Worthwhile Financial Advice Must Come From a True Professional