2021 Wealth Management Insights
A Wealth Planning Process for Pursuing Success On Purpose
When it comes to managing wealth, it’s pretty rare to stumble into success. We find the most successful individuals and families employ a specific process that is designed to anticipate hurdles and achieve desired outcomes.
Finding the Right Wealth Manager for You
Any wealth managers you consider working with - or currently work with - should possess three key characteristics: integrity, competence, and experience. Here's how you can asses a wealth manager in all three areas.
Big Wealth Mistakes the Super Rich Don't Make
The bad decisions you avoid can be just as important as the good moves you make. Here's a look at some wealth destroying mistakes that highly successful people do a good job of sidestepping- and how you can too.
Feeling Philanthropic? A Charitable Planning Primer
Planned giving will help you do well by doing good - providing meaningful financial support to causes that you care about while potentially giving you tax breaks. This overview of charitable giving strategies and vehicles can help you get started - or improve your existing philanthropy.
What Is Wealth Planning, Really?
Wealth planning is a commonly used term among investors and advisors. But what's it all about? Discover the key aspects that make up an effective approach to wealth planning - and how it may fit into your financial picture.
Managing Your Health in a Post-COVID-19 World
The pandemic exposed some of the biggest issues and problems facing health care access and delivery today. Are you prepared to successfully navigate the health care landscape of the future?
Working with the Right Advisor
These days, too many successful, wealthy individuals and families are simply not getting the advice that's most appropriate to help them achieve their key financial goals. There are a number of reasons for this, but one main culprit is that there is a relatively small number of financial advisors we would describe as extremely talented and deeply caring professionals. So it's a good time to ask yourself: How good is the financial advice I'm getting?
The Surprising Power of Connectedness
Being connected to other people, new ideas, and a sense of purpose is a key driver of the quality of life you enjoy personally or professionally. Discover what it really means to live a connected life - and how to make it happen.
Navigating Credit Card Rewards During COVID-19 Times - and Beyond
The pandemic has impacted people's financial lives in ways both large and small. For many of us, it's changed how we spend our money, and therefore how we accumulate and use those oh-so-desirable rewards doled out by our credit card companies, travel reward programs, and the like.
Virtual Experiences We Think You'll Love
Online events, tours, and other experiences have become more popular - and sometimes even necessary - over the past year. Check out our list of some of our favorite virtual options in a wide range of interest.
"We, the Family": The Benefit of a Family Constitution
Family wealth can lead to family disharmony and infighting that ruins relationships and net worth. A family constitution can help families gain clarity about what they want to achieve and how best to pursue it.
The Power of Purpose in Reaching Audacious Goals
The most successful people in life tend to have a strong sense of purpose, supported by specific goals, and the perseverance to get back up when they fall. Here's how they make it all happen!
The Many Benefits of Building a Family Brand
Nearly every company we can think of has a brand that communicates its culture and mission. But chances are, most of us have never considered what our family's culture is all about - what we and our closest loved ones stand for as a unit.