[49:58m] This week’s show is focused on family businesses, and specifically to wealth transfer planning. Our guest is Karl Bareither, author of Planning a Family & Business Legacy, and Becoming a Wealth Transfer Specialist. Karl has over 30 years’ experience in counseling families about finances, and is a pioneer in the family wealth transfer …
Norm Boone Discusses The Investment Policy Statement
[49:16m] How do you keep your investments on track and appropriate for your individual goals and needs? The Investment Policy Statement is an increasingly common tool used by professionals and consumers to provide a clear road map for the investment planning process. Our interview guest, Norm Boone, is a recognized expert on the subject, …
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Nobel Prize Winner William F. Sharpe
Discussing the foundations of successful investing - Part 1 [42:36m] Recently, we had the rare opportunity to speak with one of the giants of investment and portfolio theory, William F. Sharpe (See Professor Sharpe’s bio, below). Our goal in doing the interview was to explore how the world’s most knowledgeable investors approach …
Nobel Prize winner William F. Sharpe
Discussing the foundations of successful investing – Part 2 [45:01m] Recently, we had the rare opportunity to speak with one of the giants of investment and portfolio theory, William F. Sharpe (See Professor Sharpe’s bio, below). Our goal in doing the interview was to explore how the world’s most knowledgeable investors approach …