During the late 80s, I worked on Wall Street for Drexel Burnham Lambert. I remember the investor intermediaries were then called “Stock Brokers” or “Brokers.” The Broker’s value proposition was access to information and the execution of trades. I remember the Brokers walking over to a wall that had a see-through tubing system that ran
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In case you have missed our Family Flourishing webinars, below you will find a recorded copy. This 30-minute video presentation will provide you with a psychological framework and 14 practical ideas to help you and your loved ones flourish during these times of great uncertainty! Click on the image below. www.LegacyCapitals.com 609.917.0161
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INTRO: Whether you’re together or separated from your family members right now, we know you’re doing your best to stay connected, and desiring to have meaningful conversations, but may be unsure where to begin. All of us are working to make vital pivots to adapt to this new reality, and facing unique challenges. None of
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By way of reminder, Day # 8’s Idea was to discuss how your family can love others during this time – aka, true family philanthropy. Day # 9 Idea Today’s idea is based on the important metaphor: “Put your oxygen mask on first, before helping others.” My wife and I are doing everything we can
Read more By way of reminder, Day # 7’s Idea was to have “church” at home. Gather your family around a table or on your sectional sofa and read sacred scriptures, practice spiritual rituals, and pray (there are many people to pray for including those throughout the world who are working everyday to keep us safe &
Read more By way of reminder, Day # 6’s Idea was to: 1) Take the time to have the conversation you have always wanted to have with your family, 2) Ask the question to a loved one you always wanted to ask, and/or 3) Go play with your family in a way you once did, but haven’t
Read more By way of reminder, Day # 5’s Idea was to have a gratitude-based conversation with your family over dinner. At dinner ask your family the following question and be sure to have each family member respond: “What are two or three things you are grateful for?” Day # 6 Idea During our quarantine time I
Read more By way of reminder, Day # 4’s Idea was to have a values-based conversation with your family over dinner. At dinner ask your family the following question and be sure to have each family member respond: “If someone asked you what are the values we share as a family, what would you say they are?”
Read more By way of reminder, Day # 2’s Idea was shared physical activity with the family. Yesterday before dinner my family played two-hand touch football (don’t say anything, but my wife took a fall after my daughter tagged her….my daughter felt quite guilty…no worries, my wife got up like the champ she is), Wiffle ball, and
Read more For those families whose children are now home from school, it is important to keep in mind that part of their “distance-learning” program needs to also include what they had when they went to school: recess, gym, and/or a sport. Therefore we need to build in time as a family for physical activity. This is
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As if Advisors didn’t have enough to focus on in terms of differentiating themselves from their competitors…now comes along Sophia! Although Sophia is in her artificial-intelligence infancy stage, she is an endearing humanoid robot. Watch via the short video clip below, how she interacts and engages with Tony Robbins. During her chat with Tony Robbins,
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In chapter five of my book Legacy, I address the question that is on the hearts and minds of parents, especially parents of financially successful families, and that is: How do I prepare my children for the opportunity and responsibility of wealth? I addressed this question in a prior blog titled: 4 Parenting Tips for
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