"Patience Please ... I'm a Widow"
We introduce Wendy, who has two teenage children, funds due from her late husband’s estate, not a clue about investing … and not sure whom to trust. Here we explore the way in which this intelligent woman is helped by a member of the investment staff at Joseph Palmer & Sons. The smart widow in this tale learns that good investing is a marathon, not a sprint.

Getting Started 
Millionaires are simply people for whom trusting relationships are essential. Here we explore how those relationships begin.

Regulatory compliance promotes confidence in our financial system and is expensive—but it surely beats the alternative. This short essay throws light on what, who and how.