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Attorney Diversification Using Custom Indexes
Jack Duval
July 9, 2018
An elegant alternative to unwanted exposures to a sector is to build a custom index.
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Capitalizing Cash Flows Reveals Attorney Risks
Jack Duval
July 6, 2018
Top attorneys have idiosyncratic risks that are rarely incorporated into their financial plans.
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Bantam Introduces the Family Strategy Book
Jack Duval
July 3, 2018
Because of the depth of our analysis and high production values, we can only initiate one Strategy Book per month.
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The Existential Threat of Blockchain and Cryptocurrencies to AmLaw 100 Attorneys
Jack Duval
June 13, 2018
Law firms will find the disruptors in their kitchen, not eating, but wearing a hockey mask and wielding an axe.
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Diversifying Attorney Municipal Bond Portfolios
Jack Duval
June 7, 2018
It's an unforced error for AmLaw 100 partners living and working in Manhattan to own New York City issued municipal bonds.
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Taxes - Another Killer of Attorney Returns
Jack Duval
June 4, 2018
Investors can't eat before-fee, pre-tax returns, however, investment managers can, and do, and that's the problem.
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Why Individual Investors Underperform Institutional Investors
Jack Duval
May 7, 2018
Individual investor underperformance is typically caused by conflicted and/or bad advice.
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Financial Planning for Attorneys in Manhattan - Part Three
Jack Duval
May 1, 2018
By using a Total Wealth perspective, large Company Town Risks become obvious.
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Financial Planning for Attorneys in Manhattan - Part Two
Jack Duval
April 15, 2018
Most AmLaw 100 partner's balance sheets are shot through with Company Town Risks.
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Reducing Attorney Fees (Investment Fees, that is)
Jack Duval
April 3, 2018
"Performance comes, performance goes. Fees never falter." - Warren Buffett[1]
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Financial Planning for Attorneys in Manhattan - Part One
Jack Duval
March 28, 2018
Manhattan is a high tech version of an old mill town.
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The Typical Balkanized Attorney Portfolio
Jack Duval
March 22, 2018
Multiple brokers, investment advisors, and product vendors, all hostile to each other and fighting a land war for the client's assets.
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Bantam Inc. Launches Fiduciary Services for Attorneys
Jack Duval
February 23, 2018
We've just taken fiduciary advice to the next level.
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