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Financial Planning
De-Risking Attorney Balance Sheets - A Case Study
Jack Duval
October 26, 2020
A case study looking at the risks attorneys face using the Total Wealth and Company Town Risk frameworks.
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Using the Stock Market Rally to Fund Charitable Commitments
Jack Duval
December 3, 2018
A charitable transfer of stock is a way sell into the rally without adverse tax consequences, as well as generating a tax deduction.
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Estate Planning Done Backwards
Jack Duval
September 30, 2018
Structure should come last in estate planning. What should come first, and what is actually much harder, is thinking deeply about what values, capabilities, skills, and ways of thinking the trust creator wants her heirs to develop.
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Tax Alpha
Jack Duval
September 18, 2018
The most optimal tax alpha portfolio can be built with a custom index of 60 to 100 stocks that tracks an index.
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Wealth Confiscation by Your Three Investment "Partners"
Jack Duval
September 7, 2018
All investors have three partners. They are all bad partners and their involvement in investments should be actively minimized.
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Investing for Attorneys - Using Blind Trusts
Jack Duval
August 24, 2018
No one would want to buy a stock at $100/share and immediately have a $60/share cost basis, but that's what happens with mutual funds.
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Investors Should Focus on Planning Alpha, not Investing Alpha
Jack Duval
July 26, 2018
Planning alpha is abundant, available, and non-scarce. Unlike investment alpha, planning alpha is not a zero-sum game.
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Attorney Second Career Planning – Can you do it?
Jack Duval
July 24, 2018
One of the most powerful aspects of proper attorney second career planning is the ability to "see" into the future.
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Time for Lawyers to Agent Up - Attorneys as Unrestricted Free Agents
Jack Duval
July 18, 2018
In lateral hiring situations, the acquiring firm is playing a repeated game, whereas the partner is playing a single-shot game.
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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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The Importance of Aesthetics in Financial Planning
Jack Duval
July 4, 2018
Only highly crafted writing, presented in a beautiful layout, can effectively convey the full meaning of the writer.
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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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Lessons in Risk Management from GE
Jack Duval
June 20, 2018
Financial planning is very 1990's, now it's about risk ontology.
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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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