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Financial Planning
Bantam Launches Due Diligence Service Line
Jack Duval
June 8, 2018
Investment complexity has been weaponized against investors in the form of hidden risk transfers and punitive fee structures.
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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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The "Rumanian Box" Fraud as Wall Street Metaphor
Jack Duval
June 5, 2018
Most clients can't give informed consent because they don't understand the products.
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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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Free Lunch Seminar - Lamborghini Aventador "Included"
Jack Duval
May 15, 2018
This free lunch is being eaten every day... by investment advisors and brokers.
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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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