As a young corporate tax lawyer, I never gave a moment’s thought to portfolios — mine or anyone else’s. October 1987, found me with my head buried in the Tax Code, vaguely aware of market turbulence, blissfully unaware of the consequences.
Read More
I’ve been in wealth management since 1998. Before that, I practiced corporate tax law at Paul, Weiss, Rifkind, Wharton, & Garrison and worked as an investment banker at JP Morgan. I’ve seen the topic of financial security from many angles: the legal, the numerical, and most recently, the psychological and emotional.
Read More
For thousands of years, we’ve been telling ourselves the same basic stories which deliver the same basic lessons on how to live life happily. Each generation must learn them anew. There’s a beautiful irony in calling on the ancients for contemporary guidance: Though sourced from an era that looked almost nothing like ours, the fundamental tenets have everything to do with how to live well today.
Read More