Aaron.BedrickMar 42 minBuying in bulk is for Costco, not for sophisticated financial servicesThere is a funny thing that happens at very large investment management firms: they ask to invest all of your money on your behalf in...
Aaron.BedrickJul 4, 20232 minThe Emergence of Multi-Family Offices and RIAs: A Paradigm Shift in Wealth StewardshipThere used to be only one choice for a wealthy family to make when selecting a financial advisory firm: which gigantic wealth management...
Aaron.BedrickMar 13, 20231 minThis time is probably not different.Last May I wrote a post titled "This time is different?" based This Time is Different, authored by Carmen M. Reinhart, chief economist of...
Aaron.BedrickFeb 7, 20232 minThe mystery of estate planning unlocked, simplyOn a call with a new client reviewing his current planning, we quickly realized that he had set up two revocable trusts and done a lot of...