Planning for Art Ownership – NFTs
*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 […]
Sticking to Our Targets, For Now
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, […]
Real Estate Reality 2022
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% […]
2021 Lookback
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 […]
The Evolution of the Family Office
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 […]
Big Wealth Mistakes the Super Rich Don’t Make
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 […]
Is it Time for a Business Coach?
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 […]
The Many Forms of the Family Office
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 […]
Feeling Philanthropic? A Charitable Planning Primer
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 […]
Three Ways To Tackle Adversity and Boost Your Resilience
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 […]