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Issue 404 – 12/04/2020

This week’s highlights: The Future of the Senate, Seals, Navigating the Cold


Issue 404

by David Wells – Nashville TN

Happy Friday –

I hope you had a wonderful Thanksgiving (2020 edition).  Now the rush is on to the year end and the e-commerce onslaught begins!  How many packages can Amazon/UPS/Fedex/USPS handle?

Original Content This Week –

  • My Favorite Reads of 2020  This time of year, I typically get a few requests for book recommendations. In light of that, I thought I would compile a list of the favorite books I read in 2020.
  • The Challenge and Complexity of Entitlement  There is one word that is always close at hand any time wealthy individuals and families consider financial gifts to future generations – entitlement.

Upcoming Webinar – 12/18

How Do You Move Forward After 2020?
Where Does Your Wealth Fit in Your New Normal?

 
  • No one has been left unaffected by 2020 – a year in which a decade happened.
  • The time at home has prompted an intense period of reflection about life and the course ahead.  Relationships have begun or ended.  Geographies changed. Houses bought and sold.  How should you be thinking about how your wealth intersects with such major life changes?
  • Hint – it has little to do with buying or selling specific investments – and a lot more to do with being intentional and strategic.

Join us on 12/18 at 12:30 ET for a 30 minute discussion – Learn more here

Best,

David

Food for Thought


Business


Culture / Tech / Science


My Forthcoming Book:

When Anything is Possible – Wealth and the Art of Strategic Living, on January 12, 2021.

However wealth arrives – whether made or inherited, it can be a disorienting and worrying experience. When Anything is Possible is meant to be a guidebook about how to engage thoughtfully and strategically with wealth.  Doing so requires a person to articulate 3 key items –  Wealth Structure, Wealth Identity and ultimately a Wealth Strategy.  The book walks through each of these items in great depth, and guides the reader through a process to develop each.

If you are interested in learning more, visit here and download a free chapter.

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