Over the long holiday weekend there was a gathering of close friends at our house, and the conversations somehow landed on Social Security. It quickly became clear to me that there is ample confusion on this topic, even from people who are educated and professional (one of our friends is a CPA). In this is […]
3 (Obvious) Reasons to Start Blogging
It is official! Summa Global has joined the exciting world of blogging, we have given it an impeccable name — The Insomnia Cure! We will be covering a wide variety of personal finance topics, and doing so in a simple and short format (time is an extremely scarce resource). Here are three main goals we […]
Mind Mapping Your Financial Life
Remember this graph from last quarter: the Summa Global Mind Map? It is a graphical illustration of our service model. This time, let us apply the process on what matters most – you. As you read this letter, it will become clear how easily your financial picture can be drawn and depicted using mind maps. […]
The Summa Global Mind Map
A career in financial services does not come with the glamour or respect that other professions do. There are countless TV dramas and movies praising professionals in the medical industry, law enforcement officers, educators, and even athletes. The most recent movie portraying our industry I have seen is The Wolf of Wall Street, a movie that […]
What Are You Afraid Of? Aging and Diminished Capacity
Back in 2011, I wrote a piece on how human brains start to lose analytical skills as we age and how an independent advisor can help protect seniors from financial frauds.[1] A short time has passed, I have gotten a few more wrinkles and furrows, and it is a good time to review this subject […]
The Ultimate Guide to Donor Advised Funds
America is easily the most philanthropic country in the world, led by the largest charitable foundation —the Bill and Melinda Gates Foundation which has over $42 billion of assets.[1] The aggregate assets of the top 100 grant-making foundations amount to a whopping $290 billion:[2] that is the GDP of Hong Kong![3] Aside from these enormous […]
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