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Pennsylvania Advisor Who Used Client Funds on Country Club Dues Gets 8 Years in Prison

Wealth Management

Number 8860726. Mason received a 97-month prison sentence for defrauding clients of over $17 million. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales. Diana Britton , Executive Editor , WealthManagement.com June 26, 2025 2 Min Read Image courtesy of Ken Teegardin Scott J.

Clients 271
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Collapse in Prospective Home Buyer Traffic

The Big Picture

At the beginning of each quarter, I prepare a short but in-depth conference call for RWM clients. This brings us to the chart: The one above shows the traffic of prospective buyers looking at a new home (2014- 2022); the one below goes back to the 1980s. The team & I put together the most revealing and informative slides.

Budgeting 363
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Avoid the Unforced Investment Errors Even Billionaires Make

The Big Picture

The article suggests they were more interested in their own financial well-being than that of their clients. Since its 2014 inception, the fund has returned 9.7% The Latin phrase Res ipsa loquitur comes to mind: The thing speaks for itself. The inevitable mean-reversion soon follows. on average per year.

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2022 Highlights — The Top 22 Nerd’s Eye View Blog Posts You Might Have Missed

Nerd's Eye View

As 2022 comes to a close, I am once again so thankful to all of you, the ever-growing number of readers who continue to regularly visit this Nerd’s Eye View Blog (and share the content with your friends and colleagues, which we greatly appreciate!). navigate a volatile market environment (in both stocks and bonds – oof!)

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At the Money: Matt Hougan on Crypto Technology

The Big Picture

His firm runs over $10 billion in client crypto assets. I recall 10 years ago, crazy numbers, something like a lot of hacks, a lot of thefts. Gox in 2014. I think many of the skeptics don’t evaluate where the data is today because they’re taking a 2022 or 2018 or 2014 view of Bitcoin and crypto.

Assets 130
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Ideal quarterly investment letters: Meaningful, specific, and short

Investment Writing

Investment managers’ quarterly investment letters should be meaningful to clients, specific to the manager, and short. Type size is proportional to the number of respondents choosing a word as their answer. Clients appreciate honesty, and the best way to demonstrate honesty is to be clear in what you are saying.

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Your brain wants to think negative — don’t allow it

Million Dollar Round Table (MDRT)

To which do you and your clients react more expressively? Most people have a tendency to focus on the negative, said Roger Seip, an experienced speaker on maximizing the capability of the brain, in his 2014 MDRT Annual Meeting presentation “Train your brain for success.” Do you pay more attention to positive things or negative ones?

Numbers 98