Raising children and grandchildren is challenging in the best of circumstances. But when a child has special needs or a disability, the hurdles can look more like mountains and the potholes can feel more like bottomless pits. That’s especially true when it comes to paying for the many expenses that can accompany raising a special […]
Passing on financial values to heirs can be just as important as transferring assets to them.
When I suggested they went boom…prices for intermediate processed goods are up 24.1% versus a year ago while unprocessed goods are up 29.7% versus a year ago.
*The distributed ledger technology of blockchain is most commonly associated with bitcoin and other “cryptos,” but the use of such tech reaches much wider. An example is non-fungible tokens, which are non-interchangeable units of data stored on a blockchain that can be sold and traded. Unlike cryptocurrencies, which are identical units that can be exchanged […]
Late last year we shared our stock market forecast for 2022 (thanks again Brian Wesbury), projecting the S&P 500 would rise to 5,250. Since then, however, equities have dropped, with (now realized) fears about Russia invading Ukraine and the recognition that inflation is a more persistent problem than the Federal Reserve had previously let on, […]
Heads up if your thinking Real Estate. Home sales declined 4.6% in December at a lower than expected rate and December sales are down 7.1% versus a year ago and fell in all major regions. The decline was in both single-family homes and condos/co-ops. The other side of that coin is that the median price of […]
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 […]