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The millennial population has slightly surpassed the over 73 million baby boomer population and stands to inherit $40 trillion over the next 40 years. Given the potential trillions that will

I am so proud of the guests we get on the show each month, and this month is no exception.  I admit that I made a mistake last year when

As the saying goes: “The more you have, the more you can lose.”  The ultrahigh-net-worth population in the United States continues to grow at a 6 percent rate, with over

If you think innovation isn’t an ongoing process that requires steady commitment, consider Whole Foods Market. Even now, with more than 420 stores, Whole Foods has an expectation of innovation

Stupidity and the Stock Market Wealth strategist Mike Sorrentino has a simple explanation for the stock market’s erratic nature: “It’s been almost unprecedented, the sheer stupidity in the market.”  Fear,

One of my favorite guests is John Mahoney, aka @socialmedia305. John taught me the language of Twitter. That’s right, Twitter has a language. You have to be able to get

A common struggle for wealth owners is determining how much to leave to heirs and how to communicate their wealth transfer plans. This dilemma is understandable given the constant headlines

This month, our topics ranged from franchising to Little Havana to European real estate investing trends. Chad Bozza, senior vice president of fund investments and asset management at Munich-based BVT

Crowdfunding may have been invented for the masses, but it’s turning into a story about big business and big numbers. Here are some of the signs: ” Peer-to-peer (P2P) lending

Foundation gives a boost to local arts scene A memorial to a journalist slain by ISIS was one of the highlights of the first art exhibition and reception held by

As always, this month we had a number of great guests. Sandi Abbott is South Florida’s premier Constant Contact consultant. She is also one of the region’s social media thought

In this month’s column, we’ll explore how to sustain personal wealth after a big liquidity event. Oftentimes, the new liquidity is unknown territory for the wealth creator, necessitating a thoughtful