Features

In the high finance world, it’s not unusual for a wealth management firm to invest millions in a promising company. It’s how the process happens—and what ensues—that distinguishes the shrewdest operators and betters the odds for sustained growth. So explains Alex Mostovoi who, as part of Emigrant Partners’ four-member executive team, helped steer $10 million […]

When Remie Longbrake, founder of Prosper Pathways, thinks of wealth, a few things come to mind. He sees opportunity for not only a sound financial livelihood, but also good health, being happy with one’s accomplishments, and knowing a difference is being made to better ourselves and those around us. That difference is what truly sets […]

Do the little things right and the major pieces will fall into place. It’s a formula that can apply to most any endeavor, and is a big part of the playbook for Weiss, Hale & Zahansky Strategic Wealth Advisors in the northeast Connecticut community of Pomfret Center. “Plan well, invest well, live well” is how […]

According to the Census Bureau, the median income for U.S. wage earners in 2016 was $31,099. After taxes, and factoring in the all-but-gospel recommendation that no more than 30 percent of one’s income be allocated for rent, that means the average American has a little over $600 per month to devote to housing. The same […]

Josh Reidinger will never forget sitting in the mud-brick home in Rwanda—meager, dark, no electricity or running water—hearing a mother tell him that his family had given her a miracle; that they had saved her child. It didn’t click with him at first that she meant it literally. The $38 his family had been sending […]

Long before he opened his own hybrid advisory in 2012, Igor Tsukerman had a knack for identifying trends, sometimes being so far ahead of the herd that his previous employers would disregard his investment assessments. And, not infrequently, they would come to regret it. Such was the time when he headed the proprietary trading technology […]

At first glance, Jeff Gitterman’s 2019 agenda reads more like a jetsetter’s itinerary than a business calendar. There are the high-powered conferences in San Francisco, Milwaukee, Portland, Austin, Seattle and Washington, D.C. He is currently in talks to host a show on Asset TV to educate the public and other advisors on the morals and […]

It’s an interest shared by the firm and its clients. Investments in the Environmental-Social-Governance (ESG) markets that some folks might be surprised to discover would be of such high priority to the very well-to-do. Well, they shouldn’t be so surprised, says Louisa M. Ives, the personable and energetic managing director and head of external manager […]

To become a successful wealth manager, one needs to understand the financial landscape—where it’s fertile, where it’s barren and how to cultivate strong long-term yields. For Ben Bingham, the analogy hits a bit closer to home—and his current work. After decamping from Yale University to England’s Emerson College in 1970, ostensibly to avoid being drafted […]

In East Harlem there’s a building that’s being renovated as a new model for co-living. The apartment units will be modest, enhanced by a common kitchen and ample congregating area for mostly young people trying to launch a livelihood in Upper Manhattan. Privacy and shared space at a rent more affordable than what they’d likely […]