Tags » Wealth Management

Teaching My Kids About Money

If you are a client of mine, you would have received a snail mail newsletter from me about two weeks ago that does not look quite right: The letter may look like it was folded clumsily, there might even be some water stains on the letter, the stamp may not be placed squarely on the upper left corner of the envelop. 382 more words

Wealth Management

Estate Planning: Does it cover your ACTUAL Quality of Life?

An area of vulnerability has come to our attention in Estate Planning/Wealth Management, specifically the quality of life for the clients who hire large firms, such as Charles Schwab, to help them design their financial future.  813 more words

News And Updates

Islamic Finance Goes Green!

IFAAS (Islamic Finance Advisory & Assurance Services – www.ifaas.com), the leading international consultancy dedicated to Islamic finance has today announced the launch of ‘Oxygen’, its CSR programme that aims at improving the environment through Islamic finance. 573 more words


Trading Alert : Leon Black’s Sell-Everything Call

When financier Leon Black said his Apollo Global Management LLC was exiting “everything that’s not nailed down” amid rising valuations, he made headlines. Two years later, other private-equity firms are following suit — dumping stakes into the markets at a record clip. 543 more words

Wealth Creation

Meet My New CFFs (Conference Friends Forever)

Once again I had the pleasure of speaking at the GAIM (Global Alternative Investment Management) Conference in Monaco.  There is something about this conference that is unique to my years on the various conference circuits. 304 more words


Capital Markets of the Muslim world: The Paradox Within

If one looks at a list of the world’s largest Sovereign Wealth Funds (SWFs), the dominance of the Muslim world is clear. Any list of the top 20 or 30 SWFs will have at least half of the SWFs originating from Muslim countries. 759 more words

Wealth Management