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How to Connect with Practically Anyone—and Get Results

Key Takeaways: To build productive connections with others, start by being clear on your own self-interests.Then learn the other person’s self-interests as thoroughly as you can.Look for areas of alignment, or ways that you can help that will prompt the person to...

How Playing the Long Game Could Help Build Wealth and Success

Many extremely wealthy people have a much better handle than others on a key concept of success: the long game. The long game means having a concrete vision of your ideal future down the road—years or even decades from now—and taking specific, carefully considered...

March Market and Economic Update Blog

March Market and Economic Update Blog

This blog will serve as follow up to our previously released Q4 Investment Themes and is intended to provide an update on what we are seeing as well as our current outlook.  Here are the top three things we are covering in this week’s blog: The market...

Making Philanthropy a Family Affair

Making Philanthropy a Family Affair

For a growing number of successful professionals, there’s a strong urge to “pay it forward” by financially supporting causes and organizations that are important to them. Many of you already make regular and sizable charitable contributions. And we know from our...

To Make It Big, Know Your Course – and Stay the Course

To Make It Big, Know Your Course – and Stay the Course

Determine what you excel at that also helps you generate tremendous success—then focus on those actions and that knowledge in all you do. Need to address other issues? Outsourcing is the key to success there. Key Takeaways What do you excel at that also helps you...

Financial Planning for a Special Needs Child

Financial Planning for a Special Needs Child

Key Takeaways: Both current expenses and estate planning need to be part of special needs financial planning.ABLE accounts, budgeting and even government aid should be considered.Special needs trusts can potentially set up a child for the future without hurting...

Preparing Heirs for Their Inheritance

Inheriting money comes with plenty of benefits. From being less worried about paying for life’s necessities to enjoying the luxuries affluence can bring, inheritors often find that many of life’s key stumbling blocks are no longer in their paths. That said, an...

It’s Time to Review That Trust

It’s Time to Review That Trust

Key Takeaways: Changes in the tax laws, the financial markets and your family could mean that your trust is no longer ideally positioned.Start by reevaluating the foundational aspects: successor trustees, asset protection levels, the trust’s funding status and other...

Transferring Values—Not Just Wealth—to Your Heirs

Many of us have thought about how to best transfer our wealth to our heirs someday. Unfortunately, we see that parents and grandparents with significant assets often don’t spend enough time on passing along the values that helped them build, grow and maintain that...

Entrepreneurs: Here’s Why You Need Estate Plan 2.0

Key Takeaways: Many estate plans are old and have become outdated—which could mean risks.Assess changes in your financial situation and your business to help see if your estate plan needs updating.Focus on what you want to do with your assets—don’t get too hung up on...

A Wall Around Your Wealth: The Importance of Asset Protection

KEY TAKEAWAYS ■   Asset protection strategies are designed to deter lawsuits and safeguard your assets.■   Far too many successful business owners don’t have an asset protection plan in place.■   Start with the basics, such as umbrella policies, and build from there...

December Market and Economic Update

This blog will serve as follow up to our previously released Q4 Investment Themes and is intended to provide an update on what we are seeing as well as our current outlook.  Here are the top three things we are covering in this week’s blog: The market...