A
- Abitanta, Jane N.
- accredited investors
- active investing
- advisor corollaries
- advisors
- about
- advisor‐investor relationship
- alphabet soup credentials
- conflicts of interest
- cost staying in business
- ethical standards
- finding the right
- firing. See firing advisors
- gender diversity in
- gender preferences for
- hidden incentives
- hiring. See hiring advisors
- interviewing. See interviewing advisors
- partnering with. See partnerships with advisors
- principles of principal corollaries
- requests women should make of
- telling investors they’re wrong
- trust considerations
- values aligning with
- weathering poor performance
- affluenza
- Against the Gods (Bernstein)
- aging and financial investments. See retirement and financial planning
- AICPA
- AIMR
- algorithms
- All the Single Ladies (Traister)
- alpha star
- Angelou, Maya
- Angus, Patricia
- annual spending in when do I run out of money? tool
- Anthony, Susan B.
- Are You My Mother? (Eastman)
- Arnott, Robert
- artificial intelligence (AI) technologies
- about
- algorithms and
- index investing and
- overall spending on
- poker challenge
- questions to ask about
- robo‐advisors
- singularity and
- warnings against
- Asness, Cliff
- The Aspirational Investor (Chhabra)
- assessment quiz
- asset allocation
- asset management firms
- authenticity, fixing lack of
- authentic listening
B
- Barrat, James
- beauty contest. See interviewing advisors
- Benartzi, Shlomo
- benchmarks
- advisory corollary
- importance of
- outperforming
- principle of principal
- Bernstein, Peter
- “best in breed,”
- Beyer, Charlotte B.
- The Big Short (film)
- Bloomberg View
- Bogle, Jack
- Bohnet, Iris
- born rich. See inherited wealth
- BrokerCheck tool
- brokers
- Brunel, Jean
- Buffett, Peter
- Buffett, Warren
- Bureau of Labor Statistics (BLS)
- business profitability versus ethical standards
- Butte, Amy
C
- Cain, Daylian M.
- candor with advisors
- Capital Without Borders (Harrington)
- Carnegie Mellon University
- Centre for Fiduciary Excellence (CEFEX)
- Certified Financial Analyst (CFA)
- Certified Financial Planner (CFP)
- CFA Institute
- about
- Financial Analysts Journal
- The New Wealth Management
- CFP Board
- Charles Schwab survey
- Chhabra, Ashvin B.
- Children of Paradise (Hausner)
- closed funds
- Collier, Charles
- Columbia University
- Committee for the Fiduciary Standard
- Common Sense on Mutual Funds (Bogle)
- communication
- advisor corollary
- honesty in
- inherited wealth and
- principle of principal
- conflict‐free advice
- conflicts of interest
- advisor corollary
- conflict‐free advice and
- cost of staying in business and
- disclosing
- ethical standard versus business profitability
- fees and
- hidden incentives and
- how they arise
- investor expectations and
- open architecture solution and
- principle of principal
- Consumer Price Index (CPI)
- control
- assessing need for
- Quadrants of Sophistication and Control
- Corporate Insight report
- cost considerations
- for advisors
- of free advice
- Couch, Ethan
- credentials, alphabet soup
D
- Davey, Geoff
- Davis, Chris
- Debevoise, Nell Derrick
- delaying firing advisors
- disclosing
- conflict of interest
- range of fees in industry
- Dobbin, Frank
- Dog Whisperer (tv show)
- do‐it‐yourselfers
- assessment quiz
- identifying
- dollar, calculating buying power of
- Dowling, Greg
- Druckenmiller, Stanley
- Drucker, Peter
- due diligence
- Duke, Doris
- Dunn, Elizabeth
- durable power of attorney
E
- Eastman, P.D.
- educating investors
- assessing knowledge level
- assessing need for control
- assessing sophistication
- five Ps exercise
- identifying pet peeves
- identifying vulnerabilities
- on purpose of wealth
- responsibility for
- Edwards‐Pitt, Coventry
- efficient market theory
- Egon Zehnder executive search firm
- Einstein, Albert
- Ellis, Charley
- Emotional Intelligence (EQ)
- Emotional Intelligence (Goleman)
- Enough (Bogle)
- entitlement, attitude of
- Equal Rights Amendment (ERA)
- estate planning. See inherited wealth
- ethical standards
- advisors and
- business profitability conflict
- credentials and
- doctors and
- Exchange Traded Funds (ETFs)
- expectation of inheritance (hidden influence)
- expectations of investors
- advisor conflicts of interest and
- advisor corollary
- being concrete in
- “best” of everything
- principle of principal
- expense ratio
F
- failure, teaching
- Family Balance Sheet
- Family Wealth (Hughes)
- The Family Wealth Sustainability Toolkit (Herz‐Brown and Lotery)
- Fearless Girl statue
- fees
- about
- all‐inclusive packages
- comparing apples to oranges
- conflict of interests and
- disclosing industry range
- expense ratio
- in investment outcome calculation
- phees element (five Ps exercise)
- unbundling
- Fein, Sandy
- Fiduciary Institute
- Fiduciary Path
- Financial Analysts Journal
- financial incentives. See hidden incentives
- Financial Industry Regulatory Authority (FINRA)
- financial modeling
- financial planners
- firing advisors
- delaying
- discussing possibility of
- knowing when
- life after
- re‐evaluating before
- warning beforehand
- Fisher, Gregg S.
- Fitzgerald, F. Scott
- five Ps exercise
- about
- in interview process
- using with advisors
- flexible hours stigma
- free advice, cost considerations
- freedom (hidden influence)
- free lunch
- Freud, Sigmund
- fund managers
G
- Gannon, Niall
- Gates, Bill and Melinda
- gender diversity in advisors
- Gender Lens Investing (Quinlan and VanderBrug)
- George Washington University
- Gilbert, Thomas
- Ginott, Haim
- Glenn, John
- Goals‐Based Wealth Management (Brunel)
- Godfrey, Joline
- The Golden Ghetto (O’Neill)
- Goleman, Daniel
- gross domestic product (GDP)
- Grubman, James
H
- Hale, Beatrice Forbes‐Robertson
- Happy Money (Dunn and Norton)
- Harari, Yuval Noah
- hard skills of investing
- Harrington, Brooke
- Hauser, Barbara
- Hausner, Lee
- Hawking, Stephen
- hedge funds
- helicopter parents
- Hemingway, Ernest
- Herz‐Brown, Fredda
- Hewlett, Sylvia Ann
- hidden fees
- Hidden Figures (film)
- hidden incentives
- advisors and
- medical profession and
- open architecture and
- questions to ask about
- hidden influences, acknowledging
- high touch attention
- hiring advisors
- advisor corollary
- assessing appropriateness of
- principle of principal
- strategy for
- subtle signs of being fooled
- trust considerations
- Homo Deus (Harari)
- honesty in relationships
- Hughes, Jay
I
- IBM
- index investing, 40–41
- Inflation Calculator
- inflation rates
- in investment outcome calculation
- in when do I run out of money? tool
- inheritance, expectation of (hidden influence)
- inherited wealth
- face of success for
- finding a viable solution
- individual identity and
- informing about estate plan
- philanthropy and
- rearing children with
- sense of entitlement and
- stewardship and
- teaching failure
- through a child’s eyes
- women and
- Inspiring Capital organization
- Institute for Private Investors (IPI)
- about
- educational programs
- Family Performance Tracking survey
- forum presentations
- research on family offices
- Integrated Wealth Management (Brunel)
- Internet crash of
- interviewing advisors
- being candid while
- bundled services
- checking references
- comparing apples to oranges
- compatibility considerations
- five Ps exercise for
- hearing pitches
- making your decision
- questions to ask yourself
- scoring system for
- uniformity in presentations
- Investing for a Lifetime (Marston)
- Investing Strategies for the High Net Worth Investor (Gannon)
- investment banking firms
- Investment Company Institute (ICI)
- Investment Management Consultants Association (IMCA)
- investment outcome calculation
- about
- advisor corollary
- doing with advisors
- Monte Carlo simulation
- multi‐dimensional challenges
- principle of principal
- retirement and financial planning
- risk assessment
- when do I run out of money? tool
- Investment Policy Statement (IPS)
- IQ
- Ivey, Rosamond
J
- jargon overload
- Johnson, Katherine Goble
- Jones, Meredith
- Journal of Investment Consulting
- Journal of Portfolio Management
- Journal of Wealth Management
- Jud, Gerald
K
- Kahneman, Daniel
- Kalev, Alexandra
- Kinniry, Fran
- Kiplinger financial advice
- Kitces, Michael
- Klarman, Seth
- knowledge level
- assessing
- Quadrants of Sophistication and Control
- KPMG accounting firm
- Krawcheck, Sallie
- Kurzweil, Ray
L
- The Legacy Family (Hausner and Freeman)
- legacy (hidden influence)
- Levy, Ifat
- Levy, Leon
- Lewis, Michael
- Life Is What You Make It (Buffett)
- Liljenquist, Katie
- The Little Book of Common Sense Investing (Bogle)
- Lodge, Oliver
- Lotery, Fran
- Lowenstein, Roger
- Lucas, Stuart E.
M
- MacKinlay, A. Craig
- Madoff, Bernie
- Mandela, Nelson
- Marcelo, Sheila Lirio
- Marks, Howard
- Marston, Richard C.
- Marx, Groucho
- Massachusetts Institute of Technology (MIT)
- Maymin, Philip Z.
- McCarthy, Kathryn
- McKinsey & Company
- McNabb, Bil
- measuring outcomes
- advisor corollary
- principle of principal
- retirement and financial planning
- Mencken, H. L.
- micromanagement traps
- Millan, Cesar
- The Mind of Wall Street (Levy)
- Modern Portfolio Theory (MPT)
- Mommy, Are We Rich? (Hauser and Peterfriend)
- Monday morning quarterbacking
- Money Clarity data gathering
- money managers
- Monte Carlo simulation
- Morningstar investment research
- multi‐family office
- Munger, Charlie
- Musk, Elon
N
- National Center for Family Philanthropy (NCFP)
- National Coalition of Girls Schools
- National Woman Suffrage Association
- Navigating the Dark Side of Wealth (Willis)
- Neale, Margaret
- The New Wealth Management (CFA Institute)
- New York Times
- Norton, Michael
- NYSE
O
- Objective Portfolio Theory. See Wealth Allocation Framework
- OCIO firms
- 100 Best Financial Advisors list
- O’Neil, Cathy
- O’Neill, Jessie
- open architecture solution
- Our Final Invention (Barrat)
- outcome, investment. See investment outcome calculation
- Outsourced Chief Investment Officer [OCIO]
- overconfidence, dangers of
P
- Parents & Teenagers (Ginott)
- partnerships with advisors
- about
- balancing in
- creating lasting
- five traps and five tips for
- following the rules
- identifying good and mediocre performance
- importance of benchmarks
- Investment Policy Statement
- need for honesty in
- setting expectations
- weathering tough markets
- Partners of ’63
- passive investing
- Penta, Adrienne
- people element (five Ps exercise)
- perceived risk
- performance (investment)
- benchmarks and
- element in five Ps exercise
- expecting periods of poor
- identifying good and mediocre
- Perry, Ellen
- Personal Financial Planning (PFP)
- Personal Financial Specialist (PFS)
- Peterfriend, Suzan
- pet peeves
- about
- fixing jargon overload
- fixing lack of authenticity
- fixing too much selling
- jargon overload
- phees element (five Ps exercise)
- philanthropy
- Phillips, Katherine
- philosophy element (five Ps exercise)
- Poker played against AI
- Pollina, Ann
- Population Reference Bureau
- power (hidden influence)
- Preisser, Vic
- pre‐nups
- Preparing Heirs (Williams and Preisser)
- presentations
- ensuring uniformity in
- listening to
- principles of principal
- advisor corollaries
- listed
- private banks
- process element (five Ps exercise)
- product placement
- public securities markets
- Purposeful Planning Institute
- purpose of wealth
Q
- Quadrants of Sophistication and Control
- questions to ask
- about hidden incentives
- advisor client references
- aging investors and
- AI technologies
- to know yourself better
- when interviewing advisors
- women investors and
- Quinlan, Joseph
R
- Raised Healthy, Wealthy, & Wise (Edwards‐Pitt)
- Ratner, Bruce
- references, checking potential advisors
- relationships with advisors. See partnerships with advisors
- remote intelligence
- report cards
- advisor corollary
- principle of principal
- Request for Proposal (RFP)
- required risk
- reset
- advisor corollary
- principle of principal
- resilience, teaching
- responsibilities of investors
- retirement and financial planning
- accessing outcomes
- accommodating changes in
- additional resources
- asset allocation advancements
- besetting sins of the elderly
- breaking the silence on
- discussing sensitive topics
- retirement planning
- returns
- hidden incentives and
- in investment outcome calculation
- periods of time for
- in when do I run out of money? tool
- risk
- benchmarks adjusting for
- four components of
- in investment outcome calculation
- multi‐dimensional challenges of
- overconfidence and
- risk return perceptions
- simplistic definitions of
- risk capacity
- risk tolerance
- Ritholtz, Barry
- Robbins, Tony
- robo‐advisors. See artificial intelligence (AI) technologies
- Rockefeller Philanthropy Advisors (RPA)
- Roosevelt, Teddy
- Rothstein Kass accounting firm
- rules of relationships
- Russell, Bertrand
S
- SalesForce
- scoring system for interviews
- Scorsese, Martin
- second‐guessing decisions
- Securities and Exchange Commission (SEC)
- on accredited investors
- additional resources
- on fiduciary reform
- on financial professional designations
- Office of Investor Education and Advocacy
- researching interviewees through
- security (hidden influence)
- self‐assessment quiz
- self‐awareness
- advisor corollary
- principle of principal
- self‐disclosure, authentic listening and
- self‐interest, balancing
- self‐sufficiency
- Sherrerd, Katrina F.
- Simons, James
- singularity
- The Singularity Is Near (Kurzweil)
- smart beta
- soft skills of investing
- sophistication
- assessing
- Quadrants of Sophistication and Control
- S&P Dow Jones Indices
- S&P index fund
- S&P Indices versus active funds (SPIVA) scorecard
- standard deviation (volatility)
- Stanton, Elizabeth Cody
- stewardship
- Strangers in Paradise (Grubman)
- Stratton Oakmont sales pitch
- StubHub
- suckerdom
- about
- alphabet soup initials
- insurance against
- overconfidence and
- promise of closed funds
- suffrage movement
- Summers, Larry
- Swenson, David
T
- tax rate in when do I run out of money? tool
- Thaler, Richard
- The Philanthropic Initiative (TPI)
- Thinking Fast and Slow (Kahneman)
- Top 100 Brokers list
- Traister, Rebecca
- transparency. See conflicts of interest
- The Trustee Primer (Angus)
- trusting advisors
- difficulties in
- importance of terminology
- vulnerabilities in
- Trusts & Estates magazine
- Turnkey Asset Management Program (TAMP)
U
- unbundling fees
- Unconventional Success (Swenson)
- University of Chicago Booth School of Business
- U.S. dollar, calculating buying power of
- U.S. Inflation Calculator
V
- values (advisors)
- aligning with
- learning more about
- VanderBrug, Jackie
- volatility (standard deviation)
- vulnerabilities, identifying
W
- Wall Street Journal, 52
- Wall Street scandals
- Warnick, John
- Wealth Allocation Framework (WAF)
- Wealth (Lucas)
- wealth management
- advisor corollaries in
- advisory choices in
- principle of principal
- programs on
- terminology considerations
- treating as a business
- A Wealth of Possibilities (Perry)
- Weapons of Math Destruction (O’Neil)
- Welch, Jack
- Wellner, Karl
- Westover School (Connecticut)
- The Wharton School
- What Do Women Want (Hale)
- What It Takes (Ellis)
- What Works (Bohnet)
- when do I run out of money? tool
- When Genius Failed (Lowenstein)
- “Why Diversity Programs Fail” (Dobbon and Kalev)
- Williams, Roy
- Willis, Thayer
- The Wolf of Wall Street (film)
- women and investing
- about
- gender diversity in advisors
- girls’ math skills
- requests to make of advisors
- slow pace of change
- stepping up
- Women of the Street (Jones)
- women’s work
- Wursthorn, Michael
Y
Z
- Zephyr charts
- Zweig, Jason
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