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 […]
Tech in the Crypto Fund Asset Space The rise of crypto funds has been rapid, and Trident Trust, the international provider of corporate, trust and fund administration services, has a ring-side seat on this development. *In this interview, Trident Trust’s European head of business development for fund services, Karine Seguin, discusses with Dan Smith, its […]
I work with First Trust and the economist there is Brian Westbury. I have been relying on his research and POV for a long time now and here are my notes from a recent discussion about the stock markets outlook. Many are convinced that a US stock market correction, or even a bear market, is […]
Almost all of the numbers that you would really like to know when you are planning your retirement are completely unknowable. We have no way of knowing what the returns of the stock market will be. We don’t know how tax rates will change over the course of the next few decades. Inflation, especially health care […]
May I introduce you to “Sensible Taxation and Equity Promotion”…aka For the 99.5% Act. You may want to know who is promoting this for our benefit – Senators Chris Van Hollen (D-MD), Cory Booker (D-NJ), Bernie Sanders (VT), Sheldon Whitehouse (D-RI), and Elizabeth Warren (D-MA) – co-introduced this March 29th. Two key components of the […]