Behavioral Finance Insights

Lloyd Abramowitz

Partner & Practice Leader

Behavioral Finance

It Pays to Start Early: Talking to Your Kids About Money

Introduce your children to the “4 Hs” – Happiness, Helpfulness, Hunger, and Humility, laying the foundation for a balanced understanding of wealth’s role in life. Dive into the world of financial literacy early, tailor the education to your family’s unique wealth narrative, and lead by example.

Erica Cameron


Behavioral Finance

Seven Easy Steps to an Effective Year-End Review of Your Family Finances 

As autumn brings renewed focus, it’s the ideal season to evaluate and optimize your family’s finances. Whether it’s realigning financial goals, scrutinizing tax implications, or maximizing your legacy’s impact, a year-end review offers the opportunity to take stock and set the stage for a prosperous new year.

Peter Yoon


Behavioral Finance

The Case for International Travel Insurance

World travel offers a myriad of experiences and memories, but it’s not without risks. Travel insurance is a vital safety net, covering everything from lost baggage and trip cancellations to emergency medical evacuations, ensuring that unexpected disruptions don’t financially and emotionally overwhelm travelers.

William Tricarico


Behavioral Finance

The Art of Collecting, Part II: Why Some Cars Appreciate, but Most Do Not

Let’s not bury the lede: of course, cars can appreciate in value. But why do some cars hold their value over time, while most do not? That is (in some cases, literally) the million-dollar question. First off, let’s acknowledge that a majority of cars from all manufacturers are mass-produced, or at least, produced to meet […]

Susan Hartley-Moss


Behavioral Finance

Introduction to the Art of Collecting

Collections, whether fine artwork, rare automobiles, historical relics, or anything else, may be one of the most valuable assets in a client’s estate.