Whistle Stop Station - Monon Wealth

Finding the Right Wealth Manager for...

To achieve your key financial goals, one of the biggest decisions you can make—often the single most important decision—is selecting and working with the right primary wealth manager. This Whistle Stop Report, “Finding the Right...

Big Wealth Mistakes the Super Rich...

When making decisions about your wealth, it’s just as important to avoid big slip-ups as it is to make all the right moves. This Whistle Stop Report, "Big Wealth Mistakes the Super Rich Don’t Make," reveals...

Feeling Philanthropic? A Charitable Planning Primer

So many families want to support their favorite causes and charities in a way that both makes a big difference and takes their own needs and other financial goals into account. This Whistle Stop Report,...

What is Wealth Planning, Really?

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 take on unnecessary risk. That’s where wealth planning comes in. This...

Managing Your Health in a Post-Covid-19...

Regardless of how Covid-19 has affected your personal health or the health of people you know, chances are that it has had an impact on the health care you receive and are able to access....

Working with the Right Advisor

Finding the right financial advisor to work with can be a challenging task. We’ve certainly had clients tell us that their previous advisors weren’t able to deliver the value they want and need. I’m proud...

The Surprising Power of Connectedness

It seems like everyone wants to know what it takes to live fulfilling lives, create happier families, manage stronger teams, and have happier clients. And why not? Imagine a life where all those outcomes are...

Virtual Experiences We Think You’ll Love

In the wake of Covid-19, culture-starved Americans have been increasingly turning toward their screens to enjoy experiences they’d normally have in person. From museums to concerts to travel and beyond, virtual experiences have become more...

“We, the Family”: The Benefits of...

Wealth and family can be a tricky mix. Affluence can help families realize their shared vision. But it also can create resentments and rifts that could potentially damage a family’s financial position, and cause estrangement...

The Power of Purpose in Reaching...

We find that people who have reached the highest levels of success and built truly significant wealth tend to share a number of key traits that are responsible for their amazing results. One of the...

The Many Benefits of Building a...

When you think of brands, you probably envision the logos or slogans of household-name companies. But did you know that your family can have its own unique brand—and that your brand could help strengthen your...

Boost Your Efficiency and Effectiveness—at Work,...

Wouldn’t it be great if you could tackle your many to-do lists more effectively and efficiently than ever, and boost both your success and your overall enjoyment of life? Well, we’ve got some good news....

You Need a Cohesive Wealth Management...

You need more than a bunch of experts to help you address your financial needs, challenges and opportunities—you need them to work together on your behalf, in a coordinated manner. In this Whistle Stop Report,...

Best Practices for Successfully Working From...

Working from home has become a necessary fact of life in 2020 for so many of us—and it may very well be a key component of the new normal going forward. In this Whistle Stop...

Choosing an Executor for Your Estate

Let’s face it: None of us will live forever. But you can take some small yet important steps that can potentially make things much easier on your family and heirs when your time comes. One...

Buy Experiences, Not Stuff. Here’s Why.

When we spend money, we are doing more than simply buying things. We want to create feelings of happiness, satisfaction and well-being—for ourselves and the people we care about. But are we really spending our...

Preparing Heirs for Their Inheritance

Inheriting money comes with plenty of benefits. But an inheritance—even a big one—doesn’t automatically mean a worry-free life of ease. A windfall can actually create unique challenges and conflicts that become the root of significant...

The Importance of Stress Testing Your...

Stress testing is a process that carefully examines your current wealth planning strategies. The main goal is to assess the likelihood that your strategies will deliver the results you expect them to in various environments...

Reclaim Your Time

Too many of us put our work first and our lives second—and end up with little to no time for ourselves, our health, our families and all the other aspects of life that really matter...

How to Help Parents—and Yourself—Live Better...

They say we get wiser as we get older, but let’s face it: Many new uncertainties and challenges can crop up as people get deeper into their golden years. Changes in physical health and issues...

Don’t Leap Before You Look! The...

Are you a fast-acting “do-er?” Taking quick, decisive steps when confronted with a challenge—or a potential opportunity—is often praised by our families, our bosses and even our entire culture. But is it the best way...

Charitable Giving, the Tax-Wise Way

Supporting favorite causes and nonprofit organizations is a top priority for many of us as we seek to not just do well but also do good. Indeed, we find that charitable giving is consistently one...

Here’s Why You May Need to...

A well-crafted estate plan can potentially allow you to pass on your assets as you see fit, and minimize the state and federal tax bite that often accompanies the transfer of significant wealth. If it’s...

Three ‘Spy Secrets’ That Can Protect...

In this Whistle Stop Report Three ‘Spy Secrets’ That Can Protect You, Your Family and Your Business a former CIA operative reveals some of his best spy strategies that regular people like us can use...

The Super Rich’s Three Big Fears—and...

Even the wealthiest among us have fears and concerns that can keep them up at night. What’s more, they often share many of the same worries the rest of us have. But there is one...

Estate Planning: Don’t Forget Your Pet!

If you’re part of the roughly 85 million American families who own a pet, you might want to make sure they’ll be okay if you pass away unexpectedly. One smart way to do that: Include...

How Playing the Long Game Could...

Some of the wealthiest investors, entrepreneurs and families appear to be extremely skilled at playing the long game. That means they have a concrete vision of their ideal future years (or even decades) from now...

What to Do When Your Doctor...

Certainly, none of us ever wants to face a medical crisis. However, it’s quite likely that you or a loved one will someday receive a serious health diagnosis. And when that happens, it’s important to...

It’s Time to Get Serious About...

It’s safe to say that just about all of us wants to enjoy a great quality of life and be happy. That’s why I’m pleased to deliver this Whistle Stop Report, It’s Time to Get Serious...

Savvy Negotiating: To Get the Moon,...

As a successful person, you know the important role negotiations can play in your business, your job or your everyday life. That’s why I’m happy to bring you this Whistle Stop Report, Savvy Negotiating: To Get the...

Four Ways the Super Rich Manage...

Most investors are well-aware of how important it is to grow and protect wealth so they can use it to achieve their goals—and make a big impact in their lives, the lives of those they...

Five Big Mistakes Executors Make—and How...

We are happy to bring you this Whistle Stop Report, Five Big Mistakes Executors Make—and How to Avoid Them. We all know that being named the executor of a family member’s (or other loved one’s) estate is, in...

The Super Rich Stress Test Their...

We're happy to bring you this Whistle Stop Report, The Super Rich Stress Test Their Financial Plans—and So Should You! As the report describes, ultra-wealthy individuals and families often “stress test” their financial plans to help make...

Want to Promote Family Entrepreneurship? Consider...

We are happy to bring you this Whistle Stop Report, Want to Promote Family Entrepreneurship? Consider a Family Bank. In it, you’ll find out how family banks are being used by the wealthy to instill financial accountability in...

Wills and Trusts

For most of us, family is everything. But we sometimes get so focused on taking care of our families right now—education, health care, saving for college and the like—that we pay less attention to making...

Is it Time for Your First...

In early 2009, an anonymous programmer or a group of programmers under the alias Satoshi Nakamoto introduced Bitcoin. It was the first “cryptocurrency”, so named because it used “cryptography” to secure and verify transaction as...

What’s Your High-Net-Worth Personality

Did you know that there are nine high-net-worth personality types? These are unique sets of attitudes about money, wealth and why we make the financial decisions we do. You yourself may fall into one of...

Five Reasons to Make Philanthropy a...

More than likely, you already make regular and sizable charitable contributions to the causes and organizations you care about most. But have you thought about getting your family—especially your children—involved in philanthropy? As you’ll read...

Smart Ways to Build a Moat...

Have you taken the steps to protect the assets you’ve worked so hard to build? As a successful person in our litigious culture, you’re a potential magnet for lawsuits—which may very well be frivolous and...

Work Smarter – Not Harder!

Chances are, there are many days and weeks that leave you frustrated by how many tasks on your to-do list—at home, at work or both—you didn’t get done. But what if you could take action...

The Billionaire Money Rules

You’re a successful person, but that doesn’t mean you’re ready to rest on your accomplishments. If you’re like so many successful people, you want to achieve the goals that are deeply meaningful to you—like taking...

The Value of Multigenerational Family Meetings

The decisions families make about their wealth—how to manage, transfer and spend it—can lead to serious conflicts among family members. With affluence comes the risk of family in-fighting that can damage a family’s financial position...

A Common Sense Guide to Heart...

We all know how important our health is, but we don’t always make it a top priority. Given our very busy lives, it can be easy to set healthy choices and routines on the back...

The Road to Longevity: Living to...

Many people are not aware of it, but a medical revolution is underway. There is now technology that can make it possible to stop disease before it starts by identifying risk factors in the human...

Insightful Questions That Can Ramp Up...

We all find ourselves in conversations where it’s important to connect with and understand the other person while still communicating our own aims and point of view. The secret is to ask very insightful questions—and then...

Smart Ways to Take Control of...

As you may know, trusts can be a good tool for minimizing taxes, transferring wealth and protecting assets. You may have already set up a trust, or you may hold an inheritance you received in...

What To Do When the Doctor...

Certainly, none of us ever wants to face a medical crisis. However, it’s quite likely that you or a loved one will someday receive a serious health diagnosis. And when that happens, it’s important to...

It’s Time to Get Serious About...

It’s safe to say that just about all of us wants to enjoy a great quality of life and be happy. That’s why we're pleased to deliver this Whistle Stop Report, It’s Time to Get Serious About...

Three Questions to Answer Before You...

Life insurance is an important tool in many investors’ financial toolkit. But too often, we see people making big—and costly—mistakes when they assess their need for life insurance, and then again when they go to...

Elite Wealth Planning: What It Is...

We see that elite wealth planning is often a major driver behind the success of many of today’s most affluent individuals and families—as well as those who are taking steps to become seriously wealthy. But...

Sudden Wealth: What Should You Do...

What if you received a large sum of money out of the blue through an inheritance, settlement, stock options or other type of big payout? While it might seem like all your problems would be...

Why You Need a “Business Plan”...

How is a family like a business? Both need smart planning to succeed, survive and thrive. The fact is, it’s harder to raise kids in the digital age when communities aren’t as tight-knit as they...

The Power of Charitable Remainder Trusts

A growing number of affluent individuals and families want to make a major difference in the world by supporting causes and charities that are deeply meaningful to them. But they often don’t know how to...

Qualified Opportunity Funds

What if you could do well by doing good—using your wealth to help revitalize economically distressed communities and enjoying some impressive tax breaks for your efforts? That’s exactly what you may be able to accomplish...

The Importance of Personal Umbrella Policies

In today’s litigious world, we all know how important it is to have liability coverage. The challenge is that many people do not carry enough liability coverage, leaving their assets and financial security vulnerable if...

How the right Financial Advisor can...

No two work days are created equal. Like everyone else in the working class, I have good days and bad days. I have days of great success, and days of unexpected disappointment. However, every once...

5 Steps to Escaping a Market...

I must admit that when I received my personal "Weekly Investment Summary" this morning, it was a bit shocking to see such a decline over the past 7 days. I obviously knew it had been...

Five Big Mistakes Executors Make—and How...

Five Big Mistakes Executors Make—and How to Avoid Them Being named the executor of a family member’s (or other loved one’s) estate is, in many ways, an honor. The decision shows that the person...

Tariffs and Trade Talk

Please open your economic textbooks to page forty-seven, class, because it’s time to talk about something you probably haven’t thought of since college: tariffs. On Thursday, March 1, President Trump announced a new plan to...