You Don’t Need It Until You Need It I am a genuine believer in the value of life insurance. It’s a product that, when priced fairly, is invaluable. In the case of someone close to me whose mother passed away during his youth, this product was the only reason his family was able to keep…
Love or Fear in America: Learning from Germany, Singapore, and Israel
“Between stimulus and response there is a space. In that space is our power to choose our response. In our response lies our growth and our freedom.” – Victor Frankl We each face a choice in every single moment: to act from a place of love or fear. Fear wins by default, and for good reason….
The Robo-Advisor Escape Velocity Conundrum
Escape Velocity for a Mass Affluent Wealthtech Startup The robo-advisory industry has massive market potential, which is measured in the trillions in assets under management (AUM) in the United States alone. However, few tech startups will make it to the threshold I refer to as “escape velocity,” that is, building a large, independent company with…