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December 27, 2022

Word of the Year

by Steve Gresham

It’s that time of year again. If you’re not skiing or beach lounging…

December 13, 2022

Mary and Ed

by Steve Gresham

A HNW couple looking for both protection and tax efficiency in their…

December 1, 2022

We Just Flunked the Retirement Test

by Steve Gresham

Industry Leaders Offer First Comprehensive Design Principles Next…

November 30, 2022

Retirement on the Eve of Destruction

by Steve Gresham

The year is 1965. Vietnam, racial tension, and voting rights are all…

November 4, 2022

Finding Jackie

by Steve Gresham

Jackie is the ideal client. She is busy with her family and friends,…

November 4, 2022

2022 Year in Review

by Steve Gresham

My longtime editor and friend, Evan Simonoff of FA asked me for a…

November 4, 2022

What Are You Afraid Of?

by Steve Gresham

One of the most difficult situations I’ve experienced in my life was…

October 3, 2022

FinTech vs FinTalk

by Steve Gresham

I marvel at the brilliance and passion of inventors. Today’s FinTech…

October 3, 2022

The Client is Not Always Right

by Steve Gresham

It was one of those “Hello McFly” moments (if you remember the iconic…

September 21, 2022

Your Retirement Needs an Eco-System

by Steve Gresham

Wikipedia says an ecosystem is “a community made up of living…

August 26, 2022

The Business of “Wellness”

by Steve Gresham

Supreme Court Justice Potter Stewart famously remarked about…

August 12, 2022

Three Blind Wealth Management Execs and the Demographic Elephant

by Steve Gresham

“Uncertainty” is an interesting condition that vexes human beings.…

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