What would you do if the bank closed its doors and refused to give you your money? This is a question that many people are asking themselves after the recent closure of Sillicon Valley Bank [SVB]. …

Have you ever wondered why certain families seem to have it all? From generation to generation, their wealth keeps “flowing” and never depletes. It’s a fascinating phenomenon known as generational wealth. This type of wealth is not easy to maintain, however. In fact, studies show that most fortunes don’t make…

Artificial intelligence is one of the most hotly debated topics in business today. Everyone wants to know what it is, how it will impact their industry, how they can make use of it, and what they can do to prepare for it. Today we have an increasingly famous special guest…

Over the years, I’ve had the opportunity to meet hundreds of millionaires and learn valuable millionaire life lessons from them first-hand on and off my job as their wealth manager. While their backgrounds, lifestyles, and fortunes vary greatly, there are some common traits that all millionaires seem to share. In…

Are you smarter than you think? Most people underestimate their intelligence, thinking that they are not as smart as they really are. If you are one of these people, don’t worry — you’re in good company! Many intelligent and successful people have also thought the same thing about themselves. But…

We are living through historic times. Technology is advancing at an unprecedented rate, and with it come a range of opportunities that were unimaginable just a few years ago. Among the most exciting developments are advances in artificial intelligence (AI), genetics and longevity research, and space-faring technologies. The coming changes…

The pandemic has changed the way we think about our finances, and one of the most pressing issues in 2023 is what I like to call “The Squeeze.” The Squeeze is nothing else than how revenge spending, spiking inflation, and increasing interest rates are squeezing us and our wallets like…

When you were a kid, what did you want to be when you grew up? A doctor? A lawyer? An astronaut? A teacher? A firefighter? For most of us, our dreams change at some point in our lives. Reality sets in and we realize that we might not be cut…

Have you ever wondered why it is that money can’t seem to buy happiness? Scientists have studied this question in-depth and found that globally, the ideal income point for an individual is $95,000 for life satisfaction and between $60,000 to $75,000 for emotional well-being. Beyond this point, adding happiness with…