MarketLab Research online survey sponsored by Matters at Hand finds that most middle-class and wealthy Americans don’t know enough to protect their assets, health, estate and families
IRVINE, Calif., Sept. 16, 2008 - In a nationwide research study polling men and women whose household income exceeded $100,000 annually, Matters at HandTM found that most respondents feel [...]
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It’s funny how the theme of so many blogs seems to be building multi-connected relationships with people! Last week First American Trust hosted a luncheon at its campus headquarters to celebrate our OCBJ supplement “Keys to Wealth Management.” I thought this would serve as an excellent opportunity for everyone in the supplement to meet each [...]
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As we encounter life transitions, such as marriage, divorce, children, or the death of a loved one we are often overwhelmed by the event and sometimes overlook one of the most significant aspects of the change - our wealth. I had the opportunity to have lunch recently with Lisa Hughes, JD, CPA Partner at Hughes [...]
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As you know, one of my passions is bringing people, resources and organizations together. One of the many connections I have made was introducing Michael Gerber to NAWBO. After meeting, NAWBO asked Michael to join them by giving a presentation focusing on his specialty, how to succeed as an entrepreneur at a NAWBO-OC dinner meeting, [...]
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As I mentioned in previous blogs, I think building relationships is fundamental to any business success. Connecting people who can unite to make a difference and build their companies is always a rewarding experience! Earlier this week, I had an opportunity to introduce two business entities to each other that have great influence in the [...]
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Do You Have Your Act Together?™
Who understands the difference between which advisors do what, or the designations & certifications they should have to be considered “qualified” in their area of expertise? At times, it looks like they have alphabet soup after their names, but better to be over than under qualified.
“Territories” are getting blurred as [...]
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Do You Have Your Act Together?TM
Welcome to our monthly column on Wealth Management. If you’re anything like our Matters at Hand clients you are great at what you do, and successful at making money. But do you have your act together when it comes to making sure:
1. your money is invested the right way?
2. half [...]
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