Blog

Navigating the Flood of Unwanted Texts

In our digital world, those of us with considerable means often find our phones deluged with campaign texts sporting eye-catching openers like, “NOT ASKING FOR $” or “The 600% MATCH won’t last forever.” These messages have become a hallmark of modern campaigning. Campaigns asking for money now favor texting over traditional mailers or phone calls, […]

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Joyful Reunions: The Importance of Face-to-Face Connection

Nostalgia, which tempts us to revisit our past with a sense of “the good old days,” often leaves us feeling that the best moments of our lives are behind us. This type of reminiscing can be detrimental, as it keeps us anchored in the past and prevents us from fully appreciating the present. In contrast, […]

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The Everyday Good Samaritan

We all know that the real heroes of this world are not Captain America or Superman; they are the first responders, military personnel, and medical professionals who sacrifice their time and lives for the greater good. While these heroes may risk their lives on the front lines, there are many ways that everyday citizens can […]

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The Lonely Inheritor: Finding Connections

There are many reasons why inheritors of significant wealth may find themselves feeling lonely, even those who have frequent interactions with a large network of individuals. Loneliness is subjective and not easily measured, and the size of a person’s social network is not a predictor of loneliness. Loneliness can manifest in various forms, but all […]

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Unlocking the Power of Inheritance

Inheritance isn’t just about receiving assets; it’s about understanding the broader economic landscape and how it shapes our financial future. As inheritors, it’s essential to be aware of the current inheritance statistics to make informed decisions and maximize the potential of the wealth passed down to us. Wealth Transfer Dynamics: One of the most significant […]

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Scammers and AI and Fraud, Oh My!

Journalists Dalvin Brown and Katherine Hamilton authored an excellent piece for The Wall Street Journal earlier this summer on how AI (artificial intelligence) is upping the game for scammers. In it, Matt O’Neill is quoted as saying, “Your Spidey senses are no longer going to prevent you from being victimized.” Matt is a former Secret […]

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