"Give Me Three Good Reasons!"
Keith had no idea the Joseph Palmer & Sons had been investing for a hundred and fifty years, he wants to hear how Ray reacts to this challenge: "give me three good reasons why I should hand over several million dollars for you to handle for me".

"Patience Please ... I'm a Widow"
We introduce Wendy, who has two teenage children, funds due from her late husband’s estate, not a clue about investing … and not sure whom to trust. Here we explore the way in which this intelligent woman is helped by a member of the investment staff at Joseph Palmer & Sons. The smart widow in this tale learns that good investing is a marathon, not a sprint.

Getting Started 
Millionaires are simply people for whom trusting relationships are essential. Here we explore how those relationships begin.