We have discussed legacy planning in the past, and in that discussion touched on the difference between legacy planning and estate planning. However, today we will provide a full overview into what exactly estate planning is....
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Selling Your Business in the Future? Start Planning Now
In our latest post we talked about the process of passing your business down to a member, or members, of your family. However, we know this isn’t possible – or even desired – for every business...
read moreThe Ins and Outs of Business and Family Succession Planning
Family businesses make up a huge portion of businesses in the United States. According to a 2016 survey, family businesses account for 50% of U.S. GDP, and 35% of Fortune 500 companies are family businesses. What’s...
read moreWhich Alternative Investments Are Right for You?
If there ever were a time to consider alternative investments as a contrast to the ups and downs of the stock market, that time is now. Investing in alternative assets can be very appealing for those...
read moreCOVID-19: Your investments and the Economy
We are wading through unprecedented times, both in terms of public health and the economy. Although it is extremely difficult – if not impossible – to predict exactly when the COVID-19 pandemic will slow down, we...
read morePortfolio Diversification in 2020: Now More than Ever
We have talked about the concept of portfolio diversification before. Diversifying your financial portfolio, if done effectively, can be something that sets apart investment that results in increased wealth for years to come and investment that...
read moreInvesting Based on Portfolio Construction Theory
In one sense, all investors are the same in that each individual with an investment portfolio wants to see the highest returns possible for the money they invest. While this is universal, just about everything else...
read moreThe Financial Planning Process for High-Net-Worth Individuals
Have you managed to make yourself part of that elite portion of the population that can call themselves high-net-worth individuals? Then you’ve got at least $3 million in investable assets, or more than $10 million if...
read moreFrom Millennials to Robots: Managing Wealth in 2020
It doesn’t matter whether you’re an ultra-high-net-worth individual or the owner of a more modest financial portfolio — wealth management is something worth mastering. Last month, we spoke about the challenges of managing wealth properly. This...
read moreDetermining Asset Allocation by Age
The perfect investment strategy is something that is hotly debated amongst investment professionals and laymen alike, and it’s no wonder why. Economic performance is notoriously hard to pin down and is frequently proven to be very...
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