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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The financial crisis wreaked havoc on David Edwards’s company…and life. As he watched his firm’s assets shrink by 50%, his endocrine system flew into disarray, and he wondered whether he was cut out for this job, this industry, this world.
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In a world where we speak (and text, and post) freely about virtually everything, talk of money is often still taboo. Learn how to broach this difficult topic with the most important people in your life — your children.
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