How My Grandfather’s Memoir Changed My Life   Growing up, I knew my grandfather had written a Korean War memoir, but I wasn’t particularly interested in reading it. I assumed it was boring, filled with war talk and little else. I didn’t think of it for years, until he passed away and we were cleaning…

by Matthew Roser Are Stories Alive? A living entity is defined as something possessing the capacity for “growth, reproduction, functional activity, and continual change preceding death.” With such a broad definition, celebrated British author Neil Gaiman was prompted to muse about the idea that stories are living: “Do stories grow? Pretty obviously — anybody who…

By Laura A. Roser Walter Isaacson, Steve Jobs’s biographer, asked him if he had any regrets. Jobs said, “I wanted my kids to know me. I wasn’t always there for them, and I wanted them to know why and to understand what I did.” Isaacson went on to ask him if he was glad that…

By Laura A. Roser   “I like to tell the story of two drivers,” says Bracken Darrell, CEO of Logitech. “They both start in San Diego. The first driver gets in his car, turns it on and starts driving around. He doesn’t have a plan. He just drives toward whatever looks interesting. He does this…

Daniel Burrus, New York Times bestseller and one of the world’s leading futurists on global trends and innovation, shares his thoughts about how to create a legacy of impact. To Daniel, a great legacy revolves around collecting and sharing a portfolio of unforgettable memories. He offers sound advice only gained through years of experience and…

Why Intergenerational Wealth Transfers Fail 70% of the Time By Laura A. Roser   According to a study that surveyed 3,250 wealthy families, 70% of the time when wealth is transferred to an heir, it is lost due to mismanagement, poor investment choices and other mistakes. In their book, Preparing Heirs: Five Steps to Successful Transition…

How a Small Company Lives On After Its Founder Retires and Cashes Out By Martin Staubus   If you’re an entrepreneur, you’re just a bit different from many other people.  You have a certain drive that is distinctive.  You commit your best efforts to building a business – a challenge you pursue with passion.  It isn’t…

By Laura A. Roser   “Men seek for seclusion in the wilderness, by the seashore, or in the mountains – a dream you have cherished only too fondly yourself. But such fancies are wholly unworthy of a philosopher, since at any moment you choose you can retire within yourself. Nowhere can man find a quieter or…

By Laura A. Roser   Ian G. Brennan’s heraldic sculptures can be found at Windsor Castle, St Paul’s Cathedral, Westminster Abbey, the College of Arms in London and private homes all over the World. “I became a sculptor quite by accident,” Ian said in his softspoken English accent. None of it would have happened if it…

I’ve worked with many estate planners throughout the years—both to organize my own affairs and for business. And I’ve noticed an interesting phenomena. It seems the financial services community hides behind elaborate jargon in favor of addressing the emotional reasons their clients are sitting in front of them. They’ll talk about non-revocable trusts, captive insurance…

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