Which Planning Process Is the Best Fit for You?
Planning for a successful future isn’t homogenous. It simply can’t be. The needs that you and your business have are likely to be different from […]
The 360 Family Office Philanthropy Process
Are you one of the few who would like to make a positive difference in the world but wonder how you can do it with […]
The New Challenges of Estate Planning
The challenges of estate planning are being exacerbated by the growing phenomena of ‘gray divorce,’ or the breakup of marriages among couples who are over […]
The most important thing I learned this week – the greatest economic threat facing the United States…
The greatest threat facing the United States is China’s rapid advance in trying to dominate the 5G market and control the next generation of internet, […]
Stress Testing Your Wealth Plan: Three Keys to Success
More and more families are double-checking their wealth plans to determine whether those plans are really up to the tasks assigned to them. But to […]
Charitable Giving, the Tax-Wise Way
Americans—especially the affluent—are some of the most charitable people in the world.[1] Chances are, you use some of your wealth to support favorite causes or […]
The Need for Wealth Management Before and After You Sell Your Business
Congratulations—you’re selling your business for big bucks! Have you planned for the big windfall that’s coming your way? If not, you may be putting your […]
Snapshot Of How Stocks Have Performed So Far In This Millennium
What a fascinating illustration of how market diversification works and our confidence grows. Since 2000 the markets offering a higher expected return have provided just […]
Another Way to Look at 2019…
I recently was asked to comment on a note that asked me how to plan for a 2020 stock market retreat. My answer was – who told you that was happening?
Are there 12 Steps for Financial Success?
Are there 12 Steps for Financial Success? Here’s what I came up with.