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When she was 25, Elizabeth Bryan fell “wildly in love” with a famous — and wealthy — comedian. “He waved a magic wand” she says, “and my life went from working in an art gallery in New York to flying around the world first class, hot air balloons in Italy, yachts in Greece, this unbelievable,…
Mark Twain once said, “I’m more concerned about the return of my money than the return on my money.” As true as that statement may have been in the 19th century, it is certainly appropriate today. With the weakened economy showing slow signs of improvement, many are wondering how they can maintain their assets…
This is the first of a recurring column from Merrill Lynch wealth management advisors David Menashe and Bruce Morley, who have both worked in Rancho Santa Fe for more than 28 years. Low interest rates and losses in real estate and equities over the past few years have led many investors to work longer and…
Morgan Stanley Smith Barney recently announced that Robert Inbody, a managing director, financial advisor in the firm’s La Jolla office, has been named to Barron’s annual list of America’s Top 100 Financial Advisors. The “Barron’s Top 100 Financial Advisors” is a select group of individuals who are screened on a number of criteria. Among…
June 14-16, join John Assaraf, New York Times bestselling author of The Answer and Having It All; along with Srini Pillay, MD, assistant clinical professor of psychiatry at Harvard Medical School; George J. Pratt, PhD, chairman of psychology at Scripps Memorial Hospital; and others who will reveal the science behind how the very rich think,…
Team members of Adconion Direct, a global online media company, gathered for their 2012 Annual Summit. In addition to strategy and team building, the summit encouraged individual passions while making an impact on the local community. Members from Santa Monica, New York, Chicago, Dallas, San Francisco, Atlanta, and San Diego participated in a school beautification…
More than 100 of America’s wealthiest families and high-net-worth individuals will convene in September for the 11th Annual Investor Family Office Wealth Conference, sponsored by family office firm Lido Consulting, Inc and Institutional Investor magazine. Attendees of the prestigious event, many of whom have a net-worth of $1 billion or more, will be discussing asset preservation,…
If you’re tired of getting nickeled and dimed by your bank, it’s time to switch. Irritation with unnecessary fees is the number one reason consumers switch banks, according to a recent survey by Javelin Strategy and Research. “Stopping useless fees forever is a smart way to make your money go further,” says J.J. Montanaro,…
Now’s the time to send in nominations for Connect’s 22nd annual Most Innovative New Product (MIP) Awards. The Oscars of San Diego’s technology and life science efforts, the MIP Awards recognize innovative new products in categories including action and sports, aerospace and security, clean technology, communications and IT, hardware, life sciences (both diagnostics and research tools,…
Two years ago, the publishing industry was on the brink of meltdown when a glut of eco-centric headlines nearly ran the nation out of green ink. Yes, not since Popular Mechanics promised us all rocket packs (still waiting) has near-future speculation caused so much fervor. But now, as the red ink runs dry from printing…
You’ve read the headlines. Maybe it’s even happened to you. People who thought they were doing everything right have seen their savings slashed and other investments falter. The good news is that no matter what your situation, there are still safe, smart, and savvy ways to save for your future. Before you even think…
If you needed further proof that coffee’s lost its sex appeal, please see Exhibit A: The man in a clown-suit unironically schlepping something called “McCafé.” Fact: Put “Mc” in front of anything and the foodies will flee. No, big now is the delicate tea leaf, hand picked, sometimes before dawn, on the mountainsides…
Caliber Associates, a San Diego and Philadelphia-based executive search firm exclusively serving the life sciences industry, recently celebrated its 20th anniversary with a gala at Anthology supper club in Little Italy. “We have always focused on finding the right leaders who bring the intellect, achievement, integrity, and experience necessary to drive a life sciences organization…
