Equifax Breach: 7 Defensive Measures to Protect Yourself
Wondering what to do about the Equifax breach, which affected 143 million American consumers? Here are seven defensive measures that improve your identity-theft radar, make yourself a smaller target, and create a credit-repair plan now in case cyber thieves violate your credit later.
Wealth Management 101
You know something is wrong when a streaming music company – rather than Wall Street – is improving the process for private companies that go public. That’s right. In today’s Wall Street Journal, I explain Spotify’s “direct listing” and theorize what it means to wealth management at big brokerage institutions.
How to Spot Bad People
J.K. Galbraith once said, “The honest man becomes committed to the crook before he knows there is anything wrong.” This post describe three behaviors of financial predators and includes my favorite technique for spotting bad guys.
Cybersecurity: The New Arms Race of Wealth Management
In this WSJ column, I interview a cybersecurity expert who divides cybercrooks into 4 categories: street-corner thieves, blue-collar thieves, white-collar thieves, and oligarchs.
Quick Tips for Organizing Money
True confessions: I find the process of getting organized about as enjoyable as listening to fingernails against a chalkboard. But financial chaos is an invitation for trouble, which is why I’m looking for painless ways to create order. This one traces back to my summer job between years at Harvard Business School…
The Greatest Stock Story Ever Told
Spoiler alert: The villains in my novels all come from Yale. But my column in today’s WSJ is non-fiction…and it sure was fun to hear these wealth-management stories from Joe McNay, a great guy and non-villain from Yale’s class of 1956. Among other things, he describes what it was like to manage money for Bill and Hillary Clinton…
The Fiduciary Oath
Click the image below to download the fiduciary oath.
Audio Recording of Elder Fraud
Wonder how elder fraud starts? Yesterday and again today, the “IRS” left a dire message on our home phone, threatening to arrest us. The caller warned : “Now, if you don’t return the call, then the only thing that I can do is…wish you good luck.”
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.