Tag: clients

Consumption: Full Speed Ahead

By Sarah Fallaw on Jan 2nd, 2017 in Current Events, Lessons Learned

If part of your work involves educating others on how consumption can affect their ability to build and maintain wealth, looking for outside patterns of data and trends might be a way to bring an “ah-ha” moment to clients, children, friends, or family members. A string of articles in last week’s Wall Street Journal wove an […]

Recommended Reading from Nick Murray

By Sarah Fallaw on Apr 29th, 2015 in Current Events

In a recent edition of Financial Advisor magazine, Nick Murray wrote a piece on The Millionaire Next Door and Dr. Thomas J. Stanley’s life. Mr. Murray, an expert in his own right, discusses the book in the context of the time it was written and the way in which stories were blended with statistics to illustrate how seemingly […]