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Watch Helplessly: 6 Hidden & Avoidable Investment Costs

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There’s a second and related truth to that. Investment performance rises and falls. No one earns market-defying gains year after year. But investment costs – those just keep on coming. While some investment costs are tied to performance, many are not. As you’re about to see, you should stop asking so many questions about performance, … Read more

Be Ready for Unexpected Major Expenses – High Net Worth Families

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These include things like new cars, second or third homes, boats, college tuitions, and things of that sort. Even in retirement, you’ll have some major distributions that you’ll likely know about well in advance. Any competent wealth management firm for high net worth individuals should have a system that accounts for these planned major expenses in a … Read more

4 Ultra High Net Worth Strategies to Protect Your Wealth from Major Life Events

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How Ultra High Net Worth Individuals Can Protect Their Wealth Even When Life Happens 4 UHNW Strategies to Ensure Your Wealth Withstands the Great Unknown They say the only certainties in life are death and taxes. Two problems with that are of particular concern to ultra high net worth individuals (defined as having $30 million … Read more

How to hire an Ultra High Net Worth financial advisor

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How to hire an Ultra High Net Worth financial advisor When interviewing potential high-net-worth financial advisors to work on your family’s behalf, you should ask a number of pertinent questions, beyond getting basic contact and bio information, education, and credentials. You want to hire an advisor who is familiar and capable of dealing with individuals … Read more

How to Respond to Market Volatility in 3 Smart Steps

How to Respond to Market Volatility in 3 Smart Steps Are You Freaking Out From What Market Volatility Is Doing to Your Monthly Statements? 3 Healthy and Sensible Ways to Respond to Market Volatility Few envelopes in the mail can arouse such an extreme breadth of emotion as your financial statements. One month, when your … Read more

How to Withdraw Retirement Funds as a Single Monthly Check

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Withdrawing money from your savings accounts for retirement is more complicated than saving the actual money. Understanding how and when to make these withdrawals becomes a huge problem.  You’re up against what we could call ‘The Lord of the IRS: The Two Towers.’ In this case, the towers are required minimum distributions (RMDs) and taxes. … Read more

The Difference Between Investment Management and Financial Planning

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Understanding The Difference Between Investment Management and Financial Planning Is Critical To Securing Your Lifestyle You‘ve probably spent most of your life trying to get to a point where you can live the life you always dreamed of. Having a liquid net worth of $1 million, $10 million, or $300 million is not easy; all … Read more