Traditional Financial Planning Is Hazardous To Your Wealth We have heard and seen many stories over our 18 years as wealth managers. From widows and widowers forced to reduce their retirement income by 30 percent to 50 percent to make their wealth last their lifetime; to retired couples having to sell their homes when their … Read more
How Taxes And Fees May be Taking Huge Chunks of The Affluent’s Wealth When it comes to costs associated with investment management and financial services for the affluent, there are two critical issues. First, let’s make sure they are reasonable and, secondly, if they are reasonable, let’s make sure you get the biggest bang for … Read more
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Prudent Investors Focus On Data, Not Noise Intelligent investing All of us have different dreams. You may want to achieve financial freedom so that you never have to work again – even if you plan on working the rest of your life. You may want to make a top-level college education possible for your children … Read more
Why Everyone Needs An “Incapacity Plan” 3 Experts Share Tips for Protecting Yourself & Your Assets Dementia has become the No. 1 cause of disability globally, according to the World Health Organization. Characterized by symptoms like cognitive decline such as memory loss, dementia is a tough condition to deal with, whether you’re personally facing a … Read more
Choosing The Right Wealth Adviser, Strategy Could Save Millions Whether you’ve sold your business for $30 million, inherited $6 million, are a senior executive at a corporation with stock options worth millions, or you’ve accumulated your wealth steadily over many years, there comes a time when you’ll want to enjoy your hard-earned money and make … Read more
Asset-Protection Policies That Help You Sleep By Hutch Ashoo & Christopher Snyder At A Glance Families with vast wealth require high-end asset insurance to cover unique custom-made or acquired materials like Italian marble or church logs imported from Europe, as well as valuable personal arts and jewelry. The authors of this article do not provide such insurance … Read more
Portfolio performance may not be best check on progress What if, the next time you visit your financial advisor, you don’t ask about your portfolio’s performance? What if instead, you ask your advisor each quarter to give you the latest odds on reaching your long-term goals? Most experienced investors have been trained to focus on their … Read more
Discover What 500 Multi-Millionaires Think Of Estate Taxes Not long ago, we came across a survey on one of the most important subjects for all wealthy individuals – the federal estate tax. A topic of perpetual debate since it was first introduced in 1797, the estate tax – or “death tax” as some call it … Read more
Traditional Investment, Financial Planning Disastrous Your Wealth We have heard and seen many stories over our 18 years as top wealth managers: widows and widowers forced to reduce their retirement income by 30 percent to 50 percent to make their wealth last their lifetimes; retired couples having to sell their homes when their financial planning went awry; entrepreneurs … Read more
