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High Net Worth

Can You Be Greater Than Your Suffering?

David Geller | Posted 06.18.2015 | Healthy Living
David Geller

You can choose to see yourself as a victim. You can lament your fate and just struggle to survive until it passes. Or you can accept the truth that suffering is part of your journey and embrace the incredible opportunities it offers you to grow and develop. Here are just a few to consider.

My Challenge to Warren Buffett

David Geller | Posted 06.12.2015 | Business
David Geller

Buffett said, "A rich person should leave his kids enough to do anything but not enough to do nothing." Many of our clients and prospective clients reference this famous quote.

The Seductive Lure of Meaningless Information

David Geller | Posted 05.30.2015 | Money
David Geller

I'll go out on a limb here and say we've all done it. We look up from our computer, iPad or iPhone, where we've just spent time on something that is really of no importance to us when we could have been engaging in a more meaningful activity. And that's my definition of wasted time.

4 Ways Viewing Yourself as Not Rich Can Harm You

David Geller | Posted 05.13.2015 | Money
David Geller

Are you rich? Pause for a moment and really consider the question. Does it make you feel uncomfortable to consider yourself rich? No matter how much money we have, most of us avoid classifying ourselves as rich.

The Hardships of Being Rich

David Geller | Posted 03.23.2015 | Money
David Geller

As a wealth manager, I deal with a lot of very wealthy people. Many of them will never have to work out of financial necessity, nor will their children or grandchildren. So they all must be happy all the time, right?

How Digital Money (Bitcoin) Will Change The World

April Rudin | Posted 03.30.2015 | Business
April Rudin

In mid December, Time Inc. was the latest in a string of companies to announce that it would start accepting bitcoin in payment, following on the heel...

Your Money or Your Life

David Geller | Posted 02.11.2015 | Money
David Geller

I hope that my children will pass on our family values to my grandchildren who hopefully will pass it on to my great-grandchildren. I don't expect my great-grandchildren to remember my name. I do hope they understand the value of being an entrepreneur and living by our family values.

Privacy Is Overrated

David Geller | Posted 01.31.2015 | Business
David Geller

Privacy is important, but when facing a challenging situation, we also want a safe and supportive environment where we can talk openly and be vulnerable. When we can be vulnerable in a safe space, we forge our closest relationships.

You Have More Power Than You Think

David Geller | Posted 01.21.2015 | Healthy Living
David Geller

When life deals you a tough blow, it's easy to get down and feel powerless. Remember you have more power than you think. You have the power to choose how you respond to adversity. You have the power to use your energy in a positive way.

Why I Hope Not to Die at 75

David Geller | Posted 12.18.2014 | Media
David Geller

Our value as human beings extends far beyond our productive capacity. It includes our capacity to love and be loved, our capacity to listen to others without judgment and with compassion, and our capacity to make a difference for others. We can both contribute value and find value in life at any age.

The Tyranny of One Right Answer

David Geller | Posted 12.08.2014 | Business
David Geller

What's the right answer? That's the question we spend a lot of time asking ourselves when faced with a major decision. Should we move to Colorado? S...

Smaller House, Bigger Life

David Geller | Posted 12.01.2014 | Business
David Geller

If we redefined success to more closely reflect our values, what matters most to us, would we still want the big house? Or would we select the smaller space that allows us more time and energy to devote to relationships and creating our best life?

Scoring Big With High End Sports Travel Niche

Sandy Abrams | Posted 11.01.2014 | Small Business
Sandy Abrams

Beck & Score is a new high end sports travel business that offers "tailor made travel experiences to the world's premier ticketed events." It launch...

Is Gratitude the New Willpower?

David Geller | Posted 10.11.2014 | Business
David Geller

Given the limits of willpower, some psychology professors at Northeastern University began thinking about alternatives. Might experiencing certain emotions help curb our desire for the short-term gratification that comes from spending money

Rethinking the American Dream

David Geller | Posted 09.15.2014 | Money
David Geller

The American Dream now costs $130,000 a year. At least that's the figure USA Today came up with. Rethinking my money-based version of the American Dream helped me discover there is more to life than checking boxes.

Trending Now: Two Factors to Consider Before Making Major Portfolio Changes

David Geller | Posted 08.11.2014 | Money
David Geller

When your scarcest resource is time, does it make sense to spend time trying to add more money when you already have more than you'll ever use?

Mindless Accumulation Can Come at Expense of Happiness

David Geller | Posted 06.21.2014 | Healthy Living
David Geller

When we remind ourselves of our most important goals, we can choose not to make more than we need and redirect our time and attention to doing things we enjoy as opposed to working more to earn money we would never spend.

Around The World In 12 Days--One Suitcase, 4 Climates And Four Currencies

April Rudin | Posted 05.03.2014 | Travel
April Rudin

The first step to helping your business grow overseas is expanding your own global knowledge via traveling. If you haven't already, it's time to get a passport and book that overseas trip.

The One Addiction We Need To Pay More Attention To

David Geller | Posted 04.16.2014 | Healthy Living
David Geller

We have a serious money addiction problem in our society, and despite how insidious this addiction can be, we not only fail to recognize it as an addiction -- we actively encourage it.

Clarifying Your Goals in the New Year

David Geller | Posted 03.02.2014 | Money
David Geller

Sometimes the goal we think we want to reach is not really the one that best serves us or accomplishes what we want for ourselves. To make sure we are working towards the right goal, we need to clarify what it is we really want.

Be a Confidence Man (or Woman)

David Geller | Posted 12.16.2013 | Business
David Geller

When we live our lives from a place of confidence, we direct our attention to the resources we have to make our desires come true. When we pause and realize the abundance of our true wealth (time, talents, body and mind, wisdom, network and money), we often feel engaged, empowered and confident.

We Are All Richer Than We Think

David Geller | Posted 11.19.2013 | Business
David Geller

If we take stock of all the other resources we have -- such as our time, talents, body and mind, wisdom and our network -- we often find that we are far richer than we previously believed.

The Wisdom of the Other Side

David Geller | Posted 10.28.2013 | Business
David Geller

Our need to be right -- and to prove the other side wrong -- robs us of the opportunity to learn from others.

From a Silver Spoon to a Mobile Platform -- Transitioning to the Next Gen Wealthy

April Rudin | Posted 10.19.2013 | Impact
April Rudin

It's not news that there is a stark contrast between baby boomers and the next gen. Nor should my readers be surprised that wealth platforms across the globe are seeking to attract these younger wealth holders who, as I noted in my last post, are seeking to "do good while doing well."

Doing Good While Doing Well--The New Mantra Of Next-Gen Wealth

April Rudin | Posted 10.06.2013 | Impact
April Rudin

Today, due to technological advances, IPO millionaires, successful succession planning, there is a younger breed of wealth that will soon surpass the baby-boomers in both dollars and influence. Wealthy baby boomers are far different in their likes, dislikes and values from their own next-generation children. Where there is significant wealth involved, it becomes even more critical to understand the differences between how to market and appeal to this next gen of wealth.