DNA Blog

How our Wealth Mentors Serve the World’s Families from the Inside Out

Family Wealth Management is not just about dealing with the money. It is also about family purpose, passing down the values, creating a legacy and importantly a great family Quality Life based on healthy relationships. Sounds routine enough, but it’s not easy. To be successful, very experienced and non-biased family facilitators are needed. Some of […]

De-Mystifying The Multi-Dimensional Nature of An Investor's Risk Profile

What Is The Misunderstanding Of An Investor’s Risk Profile?

In my journey as a wealth mentor over the last 20 years, and developing a rigorous scientifically based behavioral finance approach for the last 15, I have watched the risk profiling discussion seriously evolve from denigration to one that is being more intelligently embraced and applied. From advisors, clients, compliance departments, and regulators: what is […]

The Right White House Team

Balancing Trump’s Personality with the Right White House Team

Part 3 of 3 – It’s Somebody’s Circus With Somebody’s Monkeys President-elect Donald Trump is determined to make America great again. To this end, he will take bold steps to deliver this promise. Balancing Trump’s Personality (Influencer DNA Behavioral Style) will require the right White House team that can cover his inherent blind-spots. Donald Trump […]