by Norb Vonnegut | Jan 22, 2018 | The Wall Street Journal
The 10 Worst Cliches of Wealth Management Published in The Wall Street Journal By Norb Vonnegut Do you get the sense wealth management is turning into an echo chamber of sheep? Products and services vary dramatically. But industry competitors are repeating the same...
by Norb Vonnegut | Oct 31, 2017 | The Wall Street Journal
How to Properly Use the Sharpe Ratio (According to Dr. Sharpe Himself) Published in The Wall Street Journal By Norb Vonnegut Most investment professionals are familiar with the formula known as the Sharpe Ratio. The calculation is so omnipresent in financial circles...
by Norb Vonnegut | Aug 18, 2017 | The Wall Street Journal
What Spotify’s Un-IPO Means for Wealth Management Published in The Wall Street Journal By Norb Vonnegut The moos were deafening, a thundering herd so loud I held the phone away from my ear. My new client was a cowboy. (Yes, a real one.) He was herding cattle and...
by Norb Vonnegut | Jun 2, 2017 | The Wall Street Journal
Behind Gender-Pay Disparity in Wealth Management: Too Few Female Financiers Published in The Wall Street Journal By Norb Vonnegut You know the old saying in wealth-management circles “We eat what we kill”? The expression makes me cringe. Sounds too predatory. So, for...
by Norb Vonnegut | Feb 17, 2017 | The Wall Street Journal
Cybersecurity: The New Arms Race of Wealth Management Published in The Wall Street Journal By Norb Vonnegut Your registered investment advisory firm was hacked last night, and now you’re sitting in an all-hands-on-deck meeting. The CEO is calm. Your crackerjack IT...
by Norb Vonnegut | Apr 25, 2016 | The Wall Street Journal
The New Estate Planning That’s Critical for Clients Published in The Wall Street Journal By Norb Vonnegut Last month a social-media website alerted me that a friend was celebrating over 30 years on the job at the company she founded. It was a nice thought. But she...
