Meet The Author Judith Gordon Principal Judy is a Principal based in the Silicon Valley office. She provides consulting advice for private clients and advisors on estate planning, wealth-transfer strategies, trust... Learn More
Behavioral Finance It Pays to Start Early: Talking to Your Kids About MoneyIntroduce your children to the "4 Hs" - Happiness, Helpfulness, Hunger, and Humility, laying the foundation for a balanced understanding of wealth's role in life.…
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…
Behavioral Finance The Case for International Travel InsuranceWorld 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…
Behavioral Finance The Art of Collecting, Part II: Why Some Cars Appreciate, but Most Do NotLet’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…
Behavioral Finance Introduction to the Art of CollectingCollections, whether fine artwork, rare automobiles, historical relics, or anything else, may be one of the most valuable assets in a client’s estate.