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.
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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.
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What happens when you aren’t close to retirement and want to make a career switch or start up a new business? What is realistic? How should you think about the risks so that you avoid a crippling financial decision?
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2020. For me and mine, it started like a perfectly normal year: a lovely New Year’s Eve, far from the maddening crowds of NYC, a birthday fest for our Labradoodle, Hudson and me; an annual ski trip to one of my favorite places in the world, Jackson Hole.
Then, devastation came, and came, and came, and came again.
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With grit, grace and growth much of the time, and gratitude always, I thank you for your friendship and your support, and wish you good health, peace and joy in the coming year. I present to you my 2020, this chaotic year, Randy’s favorite books in a time of Coronavirus.
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We have brains that worked well to solve ancestral problems. Difficulties arise when we take those ancestral instincts to unnatural environments. And there is no more unnatural environment for a human brain than a financial market. In modern markets, humans are fish out of water. However, our seemingly irrational behaviors are actually rather predictable and systematic. By understanding those behaviors that influence decision-making, I strive to become a better investor, advisor, and human being.
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Grit, Grace, Growth, and Gratitude — if you’ve come this far, you’ve seen these words repeated all over my site. You might be asking yourself: Why? Why those four Gr-words? Are they not just four more nice-sounding business words?
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