I was recently reading about SpaceX’s most recent rocket launch where they were able to “catch” a large rocket booster, which had never been done before (and maybe only recently contemplated). Regardless of how one might feel about Elon Musk, we can probably most agree that he is, if anything, bold. Reading this news and thinking about Elon Musk’s boldness made me think about the act of demystification, an experience that literally 100 percent of all human beings have had.
I received an email alert the other day from a credit monitoring service that my name, mailing and email address, phone number, SSN and DOB had been part of a data breach.
At One Wealth Advisors, a primary driver behind the growth of our business has been from client referrals. Our philosophy has been that the more we focus on client service and planning, the more clients might be inclined to introduce us to a friend, family member or any other individual in their network. Upon being introduced to a prospective client, oftentimes we are asked, “What is your minimum?” When we first started One Wealth my favorite answer was to say, “Our minimums are nice people!”
On my way to Hebrew school one Saturday, I vividly remember being so bummed I was not going to baseball practice or basketball practice.
As the resident technology lead at One Wealth Advisors, last week I had the opportunity to attend the Coachella of tech conferences: Dreamforce. Dreamforce is sponsored by Salesforce, a company that builds Client Relationship Management (CRM) systems for organizations, including OWA. The theme of this year’s conference was Generative Artificial Intelligence (AI) and how it can help different types of companies, including Financial Planning firms, in a variety of areas, such as predictive analytics, risk management and AI enhanced customer solutions.
With this year’s election behind us, you may be wondering if any adjustments are needed for your investment portfolio.
My mom has always been a caretaker — not by profession, but by nature. She spent years caring for my grandmother as her health declined, and after my grandmother passed, she devoted herself to taking care of my stepdad for over a decade. She did all of this while holding down a full-time job and taking care of us. She has such a big heart and generosity that often knows no bounds.
