Steve Lockshin, Author at AdvicePeriod

Investor Behavior

Lean In 2018

Dear Friends, While you might reasonably assume from the subject of this message that I am speaking of my perennial weight loss resolution, the suggestion may be more significant to…

Steve LockshinDecember 31, 2017

Investor Behavior

“I’m Here to See the Animal!”

What if you went to the zoo with your family, bought a ticket, and exclaimed to anyone who might listen that you “couldn’t wait to see the animal!” People would…

Steve LockshinFebruary 9, 2014

Fiduciary Advisors

Putting the “Trust” Back in Trustee

For families using a trust to protect and transfer assets to succeeding generations, choosing the right trustee is critical. Trustees—who can be an individual such as a relative, or an…

Steve LockshinJanuary 31, 2014

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Steve Lockshin

Lean In 2018

“I’m Here to See the Animal!”

Putting the “Trust” Back in Trustee

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