Blog

In the wealth management industry, financial advisors love to point fingers at their clients, pointing out their mistakes, making themselves feel important in the process. In magazines and online, we often see lists of the “10 most common mistakes (fill in the blank) make when they (fill in the blank activity).” For example, the “10 […]

Meet Kellan. Kellan is a 25-year-old athlete and inheritor who loves sports and even played basketball at the collegiate level.  He does not like to sit still or watch from the stands – he likes to be in the middle of the action. Speaking of action, his favorite sport is racecar driving and he has […]

It’s finally here.  Hot off the presses – yet a long time coming – is James Grubman’s Strangers in Paradise: How Families Adapt to Wealth Across Generations. While many books on the topic feel preachy, with the author coming across as the omniscient authority who tells families what they should be doing to succeed, Grubman […]

A very Happy Holidays to all of you from all of us at The Wealth Conservancy! We hope you have a wonderful time with your friends and family, and we look forward to a fantastic 2014 with all of you.

Quick, how many of you currently carry your tablet, phone, and/or laptop with you outside of the office or home?  I bet my ski pass that you do, and I bet that most of you are not aware of the multitude of security issues those devices can bring to your doorstep while out in public. […]

All the planners, including me, were attending a 2-day training in Chicago last week when the subject of “flow” came up.  Apparently psychologists have found that people tend to be happiest when at work, and the reason for their happiness was that the activities performed at work tend to have flow; a sense of connection […]