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Book Review: “The Women of Rothschild: The Untold Story of the World’s Most Famous Dynasty,” by Natalie Livingstone

Book Review by Myra Salzer This relatively thick book caught my attention because, in my experience, nobody ever looked at the Rothschild dynasty from the women’s perspective. Mayer Amschel Rothchild (1744-1812), commonly referred to as the founder of the dynasty, could not have accomplished what he did without his wife, Gutle Schnapper (1753-1849). Together they […]

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Book Review: “Adrift – America in 100 Charts” by Scott Galloway

Book Review by Myra Salzer Adrift is my kind of book, and it will probably resonate with inheritors, wealth coaches, philanthropists, and family office personnel as well. Why? Because this book includes graphs that slice and dice American culture, politics, economics, healthcare, etc., etc. Each graph is a chapter in and of itself, clearly and […]

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Three Mistakes Inheritors Make

By: Myra Salzer Heirs of windfall wealth have a lot on their plates – from endless meetings with lawyers and attorneys to dealing with familial turmoil and estate settlement. The burden of inheritance can weigh heavily on those who don’t yet have a wealth coach on their team. At The Wealth Conservancy, our goal is […]

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The Windfall of I-Bonds

In August 2022, the year-over-year inflation rate came in at 8.3% – a small move away from the reported 9.1% rate in June, the highest it’s been in more than four decades. Given the current inflationary market cycle, you may be wondering if there are any places left for middle-income investors (or maybe a secure […]

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