facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Articles

The Importance of Family Governance Thumbnail

The Importance of Family Governance

You can take steps right now that can potentially help you avoid watching your family’s wealth diminish over time—or stop you from being part of the problem. The key is to implement a process known as family governance. Here’s how family governance works—and how it may help your family preserve, protect and grow its assets for generations to come.

Read More
  Five Reasons to Make Philanthropy a Family Affair  Thumbnail

Five Reasons to Make Philanthropy a Family Affair

Have you gotten your family involved in philanthropy? If not, you could be missing a truly massive opportunity to teach your children and other loved ones about smart financial decision making and impart key financial values that can guide them throughout their lives.

Read More
Charitable Giving, the Tax-Wise Way Thumbnail

Charitable Giving, the Tax-Wise Way

Americans—especially the affluent—are some of the most charitable people in the world. Chances are, you use some of your wealth to support favorite causes or organizations that are important to you. But those contributions may not be having as big an impact as they could—and it’s possible you’re missing out on some valuable charitable tax benefits that could help both you and your favorite charities. Here’s how to size up the effectiveness of your giving—along with some strategies that could potentially put some real power behind your philanthropy.

Read More
What the Super Rich Can Teach Us About Giving Back Thumbnail

What the Super Rich Can Teach Us About Giving Back

As investors’ net worth grows, it often fuels a rise in the desire to “do good” through charitable contributions. It may be helpful for you to examine some of the trends, patterns and preferences among the Super Rich—individuals with more than $500 million in net worth—when it comes to their charitable giving. Lessons from the Super Rich can often be incorporated into our own approach to various financial strategies and wealth planning.

Read More
The Super Rich Stress Test Their Financial Plans—and So Should You! Thumbnail

The Super Rich Stress Test Their Financial Plans—and So Should You!

The Super Rich (those with a net worth of $500 million or more) who have family offices typically engage a sizable lineup of professional advisors to help them create and implement financial plans. To help ensure those plans are both state-of-the-art as well as in line with their needs and wants, many of them regularly “stress test” these plans. Here’s why you should join them in that effort—even if you’re not nearly as wealthy.

Read More
A Bigger Payday for Retirees Thumbnail

A Bigger Payday for Retirees

One of the scariest financial stories of 2021 has been the return of inflation, but for retirees, there’s a significant upside to this.

Read More