Archive for October 2024
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Thank you so much to everyone who responded to my recent request for your opinions. Let me cut to the chase: 45% of you want me to write about the latest academic research; 36% want to hear about cautionary tales, and 19% want both – one person even suggested that I should be able to combine the insights from academic research with cautionary tales.
Cautionary tales are relatively easy to write since they are direct results of f my work with my clients. I often deal with things they did before I started working with them or things I wish they had discussed with me before acting.
It is much more challenging to write about academic research. Most academic papers are very abstract and they are scattered throughout various journals. I must first survey these journals and extract useful insights from them.
If writing a cautionary tale is an 1-hour job, writing about academic research could take 10 hours. But I will do that since that’s what you have asked me to do. And, quite frankly, writing about these studies will help me better manage my clients’ wealth.
Here are the journals that I will survey:
Read the rest of this entry »Loyal readers of my newsletter may have noticed that I haven’t written a newsletter article for over a month. This pause has given me time to think about what I should write about the remainder of this year and next year. It has come down to two broad topics, and I’d like my readers to help me decide.
Some of you may know that I have published two books. The first one, Physician Wealth Management Made Easy, was published in 2017, the second one, Entrepreneur Wealth Management Made Easy, in 2019. In these books, I use real-life cautionary tales to teach useful financial lessons. Since the publication of these two books, I have heard five more years worth of cautionary tales from folks who came to me for advice. I think my readers can learn a lot from these tales. What do you think?
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