Beekman Wealth Advisory offers customized private education programs for families and individuals. The articles below are more generalist, written to help all investors — regardless of their level of assets or prior knowledge of the subject matter — make wise decisions. With a minimum of jargon and a leavening of humor, these articles are meant to be timeless.
How to avoid dissipating your assets.
Why and how to avoid financial advisors who are actually product salespeople.
Four dubious ideas that are often used to sell financial products.
What you can– and can’t– expect from a good financial advisor.
Seven reasons private investors can’t really “invest like Yale”—and why they shouldn’t try.
Key questions and considerations for deciding what to do with your money.
95 short, pithy thoughts for living with, maintaining, benefiting from, and enjoying wealth.
Real-life, actionable takeaways from the academic discipline of behavioral finance.
How incorporating social-responsibility metrics can reduce risk for business managers and improve outcomes for investors.
How statistics can be manipulated by financial product sellers to make their products look better than they really are.
How to calculate the sustainable spending amount, and maintain spending within that level.
How private equity funds work, and how investors should approach them (hint: carefully and skeptically).
The many kinds, and amounts, of fees that investors in private equity funds can expect to pay.
