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...
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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...
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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...
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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...
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“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...
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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...
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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...
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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,...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
Read more
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...
Read more
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...
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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...
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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...
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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...
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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...
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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...
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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...
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