Kitces Nerd’s Eye View has made available for download the article, “Creating Client Service Calendars That Demonstrate Ongoing Advisor Value”. The article begins as follows: EXECUTIVE SUMMARY While it can be easy for financial advisors to recognize the wide range of ways they add value for clients throughout the year, clients themselves might not be … Continue reading Kitces Nerd’s Eye View : Creating Client Service Calendars That Demonstrate Ongoing Advisor Value (February 13, 2023)

Associate Editor Nicholas Ward is a second year Echols Scholar at the University of Virginia. He is double majoring in Economics and Government. Nicholas joined as an intern for the Wealth Strategies Journal in January of 2023.

Associate Editor Kaitlyn Bare is a third year student at the University of Virginia, where she is majoring in American Studies and minoring in both Politics and Architecture. Kaitlyn joined the Journal as Associate Editor in 2023.

Amanda Parsons, of University of Colorado Law School, has made available for download her article, The Shifting Economic Allegiance of Capital Gains, published in U of Colorado Law Legal Studies Research Paper No. 22-19. The abstract is as follows: Technological advances and the digitalization of the global economy have created an economic environment beyond the … Continue reading Amanda Parsons: The Shifting Economic Allegiance of Capital Gains (July 1, 2022)

Jay Harrington, in her Attorney At Work article, discusses the “One and done” approach of making better, and fewer decisions. His article, “Make Better Decisions by Only Making Them Once,” begins as follows: Most mornings, I’m a model of productivity. I get up early, make coffee and am typically at my computer by 5:30 a.m. … Continue reading Attorney At Work: Make Better Decisions by Only Making Them Once (January 3, 2023)

According to Bloomberg News,  A quiz to test your brain health For many of us, January is a season for health goals, whether temporary or permanent: a booze-free month, 30 days of yoga or maybe just trying to turn off Netflix a half-hour earlier to get more sleep. What’s good for the body is good … Continue reading Bloomberg News: Dementia Quiz (January 20, 2023)

Megan Saeur, of CNBC, has published an article entitled "Tom Brady worries wealth will keep his kids from growing up grounded: ‘Guys, this is not … reality’". The article begins as follows: NFL quarterback Tom Brady is concerned about his kids’ upbringing: He says he grew up solidly middle class, and his children are being … Continue reading CNBC: Tom Brady worries wealth will keep his kids from growing up grounded: ‘Guys, this is not … reality’ (July 29, 2022)

Mitchell A. Kane, editor in chief of the Tax Law Review at New York University School of Law, has made available for download his article "The Dispute Over Perpetual Conservation Easements Just Got Worse", published on the TaxNotes blog. The article begins as follows: With the recent filing of a petition for certiorari in Oakbrook Land Holdings LLC v. … Continue reading Mitchell A. Kane: The Dispute Over Perpetual Conservation Easements Just Got Worse (December 13, 2022)

Associate Editor Melissa Zheng is a second-year student attending the University of Virginia, where she is majoring in Economics and minoring in Data Science. Melissa joined the Journal as Associate Editor in 2022.

Leslie A. Perlow, Constance Noonan Hadley, and Eunice Eun have published their Harvard Business Review article, “Stop the Meeting Madness”. The summary is as follows: Many executives feel overwhelmed by meetings, and no wonder: On average, they spend nearly 23 hours a week in them, up from less than 10 hours in the 1960s. What’s more, the … Continue reading HBR: Stop the Meeting Madness (July-August 2017)

DAVOS 2022 This is the future of work, according to experts at Davos 2022 by Kate Whitling DAVOS 2022 Davos 2022 - what just happened? 9 things to know by Gayle Markovitz GLOBAL HEALTH What you need to know about monkeypox by Kelly McCain Click here to see the full article: World Economic Forum: On … Continue reading World Economic Forum: On the Agenda (May 2022)

Nicholas Gordon, of Fortune, has published his article “Coinbase earnings were bad. Worse still, the crypto exchange is now warning that bankruptcy could wipe out user funds”. The abstract is as follows: Hidden away in Coinbase Global’s disappointing first-quarter earnings report—in which the U.S.'s largest cryptocurrency exchange reported a quarterly loss of $430 million and a 19% drop in … Continue reading Fortune: Coinbase earnings were bad. Worse still, the crypto exchange is now warning that bankruptcy could wipe out user funds (May 11, 2022)

Daily Mail has published an article, “The only man Elon trusts to look after his $240 billion: Secretive friend who runs Musk's family office controls his wealth - but also helped him investigate 'pedo guy' and was fired by Merrill Lynch,” which discusses Jared Birchall who is Elon Musk's private wealth management advisor. The article … Continue reading Daily Mail: The only man Elon trusts to look after his $240 billion: Secretive friend who runs Musk’s family office controls his wealth – but also helped him investigate ‘pedo guy’ and was fired by Merrill Lynch (April 27, 2022)

Kyle Delaney, President and Chief Commercial Officer of Bridgewater, has made available for download his article, “An Update from Our CIOs: What Was Coming Is Now Upon Us". The abstract is as follows: MP3 reflationary policies produced massive injections of money and credit into economies, leading to high nominal growth, leading to self-reinforcing inflation, leading … Continue reading Bridgewater – Global Observations: An Update from Our CIOs: What Was Coming Is Now Upon Us