If you’re a financial adviser, there’s nothing like securities-based loans to get clients to love you. Or to hate your guts when things don’t go as planned. I’m referring specifically to “non-purpose” credit secured by stocks, bonds, and other eligible assets. In...
Do you have a story about personal finance you’d like to share, perhaps a cautionary tale that will help others? I’m writing The Dirty Little Secrets of Money to address the money issues that families face when planning for the next generation. I’d like to hear about...
“What have I done?” That question haunted me after I moved from my old shop, a wirehouse, to the greener pastures of a new, fee-only advisory firm. I’d wake up in the middle of the night and handicap which clients would follow my team. The battle for assets was a war,...
Last Sunday I spoke at the Contemporary Theater in Wakefield, RI. My appearance was part of the Authors on Main series, one of the many local offerings that make South County a great place to live. Many thanks to everyone who joined me for the event.
“My business is all referrals.” I hear this claim from financial advisers a lot, and I’m skeptical. My team managed over a billion dollars. We received our share of endorsements. But waiting for them was like watching grass grow. Think about it....
The New York Times describes my novels as “money porn,” “a red-hot franchise,” and “glittery thrillers about fiscal malfeasance.” Through fiction I explore the dark side of money and the motivations of those who have it, want more, and will steamroll anybody who gets in their way.
The New York Times describes my novels as “money porn,” “a red-hot franchise,” and “glittery thrillers about fiscal malfeasance.” Through fiction I explore the dark side of money and the motivations of those who have it, want more, and will steamroll anybody who gets in their way.