Magazines and Articles

We have found the following resources particularly helpful as we have developed our business principles and practice around wealth management, life purpose, leadership, and business strategy.

MAGAZINES & ARTICLES

RESEARCH MAGAZINE

WEALTH TRANSFER AND PHILANTHROPY
An interview with Paul G. Schervish, Ph.D.  and John J. Havens - Investments & Wealth Monitor - 2009

THE CASE FOR VARIABLE LIFE
An Article by Larry Rybka  - Journal of Financial Service Professionals - 1997

CONFESSIONS OF A VA CRITIC
An Article by Moshe Milevsky - Research Magazine - 2007