Archive for the ‘Spreading the Message’ Category

Back From NYC

Friday, October 24th, 2008

I'm back from my whirlwind Cape Cod/NYC trip and fighting off the sniffles congestion thing from all that traveling.  The CNBC meeting was off the charts. If I could have scripted the words that came out of the mouths of the development executives I met with, I would not have had ...

Big News from New York

Monday, October 20th, 2008

I'm writing this week from New York City where I've had the week of my life. I met with CNBC earlier in the week, and I tell you, I could not have scripted the meeting any better than what happened. I'm not ready to reveal details yet as there's nothing ...

Don’t Keep it In … Relief Comes When You Let It Out

Friday, October 3rd, 2008

I just finished reading an article in Conde' Nast Portfolio Magazine by Michael Lewis who moved his family into a New Orleans mansion they could ill afford. He pointed out the problem with the upper  middle-class,the problem that has gotten us where we are today A problem I lived through my ...

How Can I Help?

Friday, October 3rd, 2008

I've been thinking a lot about how I can most add   value during this time of financial turmoil. It's been weighing on my mind.            I'm not worried about the economy. I know it will bounce back. What I'm worried about is your reaction to the economy. You are stressed to the max ...

Diving into the Blogosphere

Friday, November 23rd, 2007

I've spent a bit of time this weekend diving into the blogosphere. Wow, I've got a lot to figure out. If you love the mission of Family Wealth Planning Institute to teach you how to pass on not only your financial wealth, but your whole Family Wealth, so you can leave ...