It's no secret we live a great place, just ask Amazon and Apple. Two amazing projects are underway in our city that citizens should take time to notice and get involved; Dix Park and the Southeast Raleigh YMCA. I recently had the opportunity to tour both these sites and am sure these places will energize and enhance our community in different ways for decades to come.
It has become routine with virtually all retail purchases. I recently bought my son a $25 box fan at Target and was asked if I wanted "protection coverage" for it. I gave the clerk a quizzical look and asked, "For a fan?" She shrugged and answered, "we're required to ask for any appliance purchase."
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A few years ago a friend suggested I might enjoy meeting the management team of a newly formed investment firm. A specialty insurer decided to expand their service offering to include wealth management. They believed their insurance niche would provide them easy entree' to the professional community they served.
During the mid-2000s I was a partner in a private trust company that was in the midst of reinventing itself. For years the firm had used a regional large cap investment firm to manage client portfolios, but at my urging the firm adopted a markets-based investment approach using DFA funds in 2003. Our clientele and new business focus were mostly inheritors of wealth with portofolios of $5 million or more. This was during the "heydey" of hedge funds, and we encountered many a prospective client that scoffed at the DFA approach, insisting their investment needs required more sophistication, sophistication that only hedge funds provided.