Posts by webteam
Transferring Values—Not Just Wealth—to Your Heirs
Many of us have thought about how to best transfer our wealth to our heirs someday. The process includes a wide spectrum of approaches either self-guided or guided by attorneys…
Read MoreThinking Before Action & Today’s Media
It sure is a media frenzy out there at present! But that’s not new, the story just changes (periodically, sometimes each week). Is it a trade war? Elections? Is it…
Read MoreDon’t Leap Before You Look!
The powerful benefits of thoughtful action Our media here in the USA is relentless, some problems are severe and need attention fast. It is important when something comes up, whether…
Read MoreHow Playing the Long Game Could Help Build True Wealth and the Success that comes with it.
Many extremely financially wealthy people have a much better handle than others on a key concept of success: the long game. A smaller but still significant portion of that same…
Read MoreCharitable Giving, the Tax-Wise Way
Americans—especially the affluent—are some of the most charitable people in the world.* Chances are, you use some of your wealth to support favorite causes or organizations that are important to…
Read MoreHere’s Why You May Need to Update Your Estate Plan
Thanksgiving is my favorite holiday and this year just added to that great feeling! I am very grateful for all the opportunities for connections with friends and family (and a…
Read MoreQualified Opportunity Funds – The latest way to do well by doing good
Impact investing—using wealth to create positive change in the world while also benefiting financially—has become increasingly popular, as the idea of “doing well by doing good” has gained traction among…
Read MoreWills and Trusts
The foundations of your rock-solid estate plan Entering 2019, thinking about those friends and family we have all lost in the past year(s) cannot help but make us think about…
Read MoreHow long will this market go up?
How long will this market go up? This past week’s volatility has been fierce and some experts have hinted the start of a correction – how long will this market go…
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