John Maynard Keynes theory on Portfolio Concentration, a Depression-era economist and accomplishing investor, when challenged about an overly large buy of...
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Six insightful wealth management technology trends, and a general outlook on the future of WealthTech. Global High-Net-Worth Individual (HNWI) wealth...
I think, perhaps, that I am not normal. I read a fascinating (and, depressing) study by UBS recently, titled “When is enough … enough. Why the wealthy can’t get off the treadmill.” I’ll summarize the key findings and my thoughts in today’s article. If you’d like to see the original study...
Here are some interesting facts and information about gold that will impress your friends: While many of us come into...
It’s essential to understand the financial implications that come with startup businesses. Starting a business isn’t cheap, after all. Thankfully,...
The history of credit cards is rich. It goes back by over 138 years. Provident Clothing Group introduced the first credit card product in the form of a voucher. And now there are contactless credit cards, which not only prevent millions of more trees getting chopped around the world but...
Jim Tisch What you probably didn’t know Jim Tisch, the CEO of holding company Loews Corp. (L) has beaten Warren...
