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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…

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…

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…

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…

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…

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…

It’s what no one ever wants to hear: “The test results have come back positive.” And yet it’s quite likely that you, a loved one or both will one day…