2021 was a fizzing mints-in-soda kind of year. As we head into the new year, let’s a look back at 2021. United States’ economic growth was stronger than it has been in decades. In December, The Conference Board estimated the U.S. economy grew by 6.5 percent annualized in the fourth quarter of 2021, and 5.6 […]
Once upon a time, there were single-family offices that operated pretty much the same way. Today, there are more family office options than ever—and the role they play in wealthy families’ lives has changed in some important ways. As always, standing by if you’d like to discuss.
No one is perfect—not even the smartest or most famous among us. But some people veer closer to perfection than others. Take the self-made Super Rich—a group we define as those with a net worth of $500 million or more that they earned through efforts such as starting a business. These extremely wealthy individuals aren’t […]
Entrepreneurs seeking to make a big jump in their success—and their net worth—often seek out the advice and strategies offered by business success coaches. As someone who has had a business coach, and many other coaches throughout my life whether it be athletic or trade related, I can tell you that they are not all […]
Family offices—both single-family and multifamily versions—are becoming increasingly popular with successful families. But the world of the family office is diverse. Here’s a look at the many different versions of family offices that exist. As always, standing by if I can be of assistance or you’d like to just discuss.
Do you want to have a major impact on a charity or cause that means a great deal to you? Do you want to do well financially by doing good for others in need? If so, you’ve got plenty of company. One top financial issue we hear about from today’s individuals and families is charitable […]
Check out this very interesting article from Dimensional Funds regarding the highs and potential upcoming lows of the financial markets. As always, standing by if you’d like to discuss.
Entrepreneurship can be a great way to become rich. But it takes a lot more than just being an owner to generate serious wealth. Check out this pdf by CEG Advantage to discover four key drivers of business and financial success that you need to have as a business owner. As always, standing by if […]
Why do some people bounce back from failures while others sink into despair? One big key is resilience—the ability to recover from adversity. Check out this pdf by CEG Advantage to learn how to gain more resilience when setbacks come your way.
It can be all too easy to focus on just one aspect of your financial life—and in doing so, miss opportunities as well as incur unnecessary risk. That’s where wealth planning comes in. Wealth planning is all about examining your full financial picture—not simply investments, although they’re included, but also your advanced needs. These might […]