Video – United Way “Donor Advised Funds vs Charitable Foundations”
Samy Dwek2026-10-24T21:32:33-04:00I spoke on a panel for The United Way of Miami's Professional Advisor Committee around the pros and cons of
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05, 2022
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05, 2022
Understanding the true value of collectables
Samy Dwek2026-10-24T23:16:06-04:00Since 2008, the stock market seems to have more daily fluctuations. Meanwhile, the bond market is bracing for the impact
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05, 2022
Empowering Women: Not an act, but a habit
Samy Dwek2026-10-24T23:16:09-04:00We hear all the time about the movement to empower women - in the workplace, in sports and in society
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04, 2022
Defining an asset class
Samy Dwek2026-10-24T23:16:11-04:00It used to be easy to define an asset class. Investors had the limited choice betweenequities, fixed-income, cash, and commodities
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03, 2022
Don’t think ‘geopolitics’ affects your portfolio? Think again.
Samy Dwek2026-10-24T23:16:16-04:00This month the Russian army invaded Ukraine and markets already nervous from inflation fears got another shock. Equities had dropped
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03, 2022
Video – IVYFON Crypto Assets and Valuations
Samy Dwek2026-10-24T21:32:43-04:00I spoke on a panel for IVY Family Office Network in March 2022 about Crypto Assets and Valuations (NFTs, Metaverse,
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12, 2021
Video – IVYFON Family Office Best Practices 2022
Samy Dwek2026-10-24T21:32:55-04:00I spoke on a panel for IVY Family Office Network in New York in December 2021 about best practices for
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12, 2021
Be wary of hot investment trends
Samy Dwek2026-10-24T23:16:33-04:00Bitcoin is one of the most talked about investment trends of the past year. Powered by blockchain, Bitcoin and other
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11, 2021
Video – IVYFON Family Office Best Practices 2022
Samy Dwek2026-10-24T21:33:05-04:00I spoke on a panel for IVY Family Office Network in Miami in November 2021 about best practices for Family
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08, 2021
Security strategies to reduce fraud
Samy Dwek2026-10-24T23:16:46-04:00Every day, wealthy families across the globe are the targets of cyber criminals, whose sole focus is to hack their