A View from Four Blocks Away On the morning of September 11, 2001, I was working on the floor of the New York Stock Exchange — four blocks from the World Trade Center. It was a clear, stunning September morning in a city that felt invincible. In the days and weeks that followed, as the […]
Planning for the Family You Actually Have Families rarely fit into one neat box — and that’s especially true today. Estate planning for blended families, single parents, unmarried couples, grandparents raising grandchildren, and other non-traditional family structures is more common than ever. My own family recently grew in a non-traditional and wonderful way. However, while families have evolved, many financial and […]
Being wealthy on paper doesn’t always mean having access to cash when you need it — a reality often described as being asset rich, cash poor. For business owners who haven’t yet exited their company, families with generational wealth concentrated in real estate, or investors holding significant stakes in private equity, high net worth and low liquidity can coexist — and that […]
For decades, investors relied on the 60/40 portfolio — 60% stocks, 40% bonds — as the cornerstone of wealth management. That mix worked well in an era of steady growth, declining interest rates, and predictable market cycles. But as the last few years have shown, these older strategies no longer necessarily hold. Business owners and […]
