In October, we shared the story of the Carleo family, whose bank accounts were cleaned out to the tune of $130,000 after a mysterious phone call. The Carleos got their money back only after a little media attention. Thefts like what happened to them continue to proliferate — so it’s time to take extra precautions […]
As we turn our backs on what will be remembered as one of the most trying years in our collective memory, many are reflecting on all the need that arose in 2020 and giving thought to how to align money with mission, maximize impact, and establish or refine a family philanthropy strategy for the new […]
As we turn our backs on what will be remembered as one of the most trying years in our collective memory, many are reflecting on all the need that arose in 2020 and giving thought to how to align money with mission, maximize impact, and establish or refine a family philanthropy strategy for the new […]
Many of us may have been distracted from philanthropy in the pandemic-bred chaos of 2020. Yet far from taking a holiday, need is greater than ever, with organizations from food banks to disaster recovery efforts to bail funds seeing greater demand for their services. As the year draws to a close, it’s time to take […]
Many of us may have been distracted from philanthropy in the pandemic-bred chaos of 2020. Yet far from taking a holiday, need is greater than ever, with organizations from food banks to disaster recovery efforts to bail funds seeing greater demand for their services. As the year draws to a close, it’s time to take […]
Regardless of your family’s net worth, solid and thoughtful guidance is now more important now than ever.
As part of our “You Said It” Op-Ed series, we invite contributors to submit their opinion pieces. The views reflected in these pieces may not be our own. Have a submission? Contact us here. How we live, work and play is rapidly changing in a world transformed by the COVID-19 pandemic, and now is the […]
As the Covid-19 pandemic rages across the country and Florida today posted its highest numbers yet, Walt Disney World is reopening its theme parks this week. Magic Kingdom and Disney’s Animal Kingdom reopened on July 11 and EPCOT and Disney’s Hollywood Studios open on July 15. I’ve been on the ground in Orlando covering the […]
If you’re lucky, your only brush with online crime has been a notification that your social security number was involved in a large-scale hack. Or maybe you got a call from your credit card company about some fishy charges, which the card company reversed. But others have not been so lucky. Ask the Oregon widower […]
Alongside the anguish of families losing loved ones to the COVID-19 pandemic runs a swift and swelling river of financial distress. A decade of job growth was wiped out in a matter of weeks. Retail sales plunged more steeply than ever recorded. Oil prices briefly went negative. The International Monetary Fund estimates that the “Great […]
