Not Entitled, But Empowered: Teaching Your Children Generosity
Why do some people strive for affluence? The reasons are many. Some individuals want status and recognition, while others crave...
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Destroy All Monsters: Is AI Our Enemy?
‘The Singularity” – this term is as commonly encountered these days as “the blockchain” and is probably as ill-understood. This is...
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Mother’s Day Gifts She’d Never Buy Herself
Mother’s Day is on May 13th this year, and it’s time to think about what kind of gift might delight the woman who gave you the gift...
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Great Accessories for Whisky Lovers
Whisky lovers tend to be an enthusiastic bunch, and a bar cart bursting with fine Scotch and Bourbon is only the beginning. The...
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Stop Sitting on Your Brains
You know it, I know it and hopefully we’ve been listening. A sedentary life is bad for your health. The workaday world no longer...
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Say It Proud: Improve Your Public Speaking
Communicating with an audience doesn’t come naturally. How-to advice has been around for centuries and a few chestnuts are likely...
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How to Mine Facebook for Clients
Facebook has more than two billion users and every day, around three-quarters of them log onto the site. Financial advisories...
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Eat More Magnesium for a Good Night’s Sleep
Sleep, the healing wave, the calming touch, the gentle balm for the troubled soul. Oh, if only you could get some! The weight of...
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Why There Should Be More Female Fund Managers
In 2015, fund ranking organization Morningstar began studying the relationship between gender and fund management results. While...
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When the Nestlings Have Flown: Helping Clients Downsize Their Home for Retirement
It’s a time of joy and sadness: the children have finished school, launched their careers and maybe started families of their own...
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A Checklist for Making Your Team Truly Elite
Every manager wants to lead a top-flight team. Much ink is spilled discussing how to bring together the best talent. But once...
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Mimosa Recipes to Make Your Spring Brunch Fabulous
Brunch is one of the great inventions of the twentieth century, combining as it does breakfast, lunch and happy hour. Of course...
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Are Fixed Fees Favorable for Financial Planning Services?
Traditionally, financial advisors have used asset-based fees when charging their clients for financial planning services. For now...
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Successful Strategies for Passing on Your Wealth
Creating personal wealth requires hard work and considerable personal sacrifice. Motivations are many, but one of the commonest and...
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A Billion Dollar Hacking Group Makes Big Trouble
Recently the Hudson’s Bay Company, which owns SAKS Fifth Avenue, SAKS Off 5th and Lord & Taylor, revealed a data breach that...
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How to Be One Step Ahead of Seasonal Allergies
You can avoid sniffles and itchy eyes in the spring by using the last weeks of winter to prepare for sneezing season. Here are 5...
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