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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Todd Martin is an American retired tennis player. He reached the men’s singles final at the 1994 Australian Open and the 1999 US Open and achieved a career-high singles ranking of world No. 4. On a related note, Kobe Bryant was interviewed a few years ago on the Tennis Channel regarding his book Legacy and
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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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After delivering the morning keynote at Invesco’s Investment Symposium today, my O’hare-bound Uber drove past the Intercontinental Hotel, which flashed a memory from my past. Twenty years ago, I attended a family foundation conference at that hotel. I laughed to myself, thinking the name tag I wore that week should have read “Help me. I’m
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Legacy Capitals has been serving financially successful families for many years by helping them to work through topic such as family governance, family values, family philanthropy, family dynamics, and family business, and preparing the rising generation for the opportunities and responsibilities that come with wealth. All too often, families and the advisors who serve them,
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