A Career Independent of Wealth: How to Develop One
15 April 2013
In the first article I outlined in very broad terms the three core elements of the The Fenton Model™: your Timeline; your Micro Business Plan and your Relationship Grid. In this and future articles Read more…
The Grateful Advisor
08 April 2013
Practicing gratitude can, when it comes to advising families on their wealth, uncover unrealized strengths. The field of Positive Psychology congealed around several psychologists, including Martin E. P. Seligman of the University of Pennsylvania. In Read more…
Rich Vs. Wealth: How Wealthy is Your Life?
15 March 2013
A top executive that I worked with for several years desired to open his own firm, but he never had the courage to walk away from his six-figure income. Eventually, he was let go Read more…
Difficult Conversations
15 February 2013
Why is it that necessary conversations - those that can only foster healthier communication within the family - must be so trying? For the past few years, my colleagues and I in the Family Business Read more…
Redefine Success To Create the Life of Your Dreams
22 January 2013
New Year's has come and gone, but 2013 is still fresh with big opportunities for change. You may be in a very comfortable financial situation with not much to worry about money wise. You Read more…
Retirement Concerns Top the List of Priorities for HNWs
03 January 2013
The top financial priority for almost half of high net worth individuals is having the money to maintain their lifestyle throughout their retirement years. According to the poll carried out by deVere Group, for some Read more…
Risk vs. Reward: What’s Really Your Best Option?
07 December 2012
One of the most popular topics I discuss with my high net worth clients is what the best investment avenues are. Whether they are just coming into a large lump sum or have been Read more…
What Goldilocks and Ben-Hur Can Teach You About Managing Your Financial Resources
21 November 2012
When I hear, “I don’t have enough time in the day to get all my things done,” I wonder, how can that be? We all have the same 24 hours, so there must be Read more…
Financial Wealth: Seeking Serenity Over Status
29 October 2012
No matter how firm we may be in our beliefs or how confident we are in our financial habits, none of us are immune to moments of weakness. Cheating on our diets. Allowing doubt to overtake Read more…
Your Money and Your Well Being: Remove the “Should’s”
24 October 2012
How often do you hold off on living your ideal life because you are busy listening to what other people tell you should be doing? You stay away from a creative interest because people will Read more…