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Smart Money Moves to Make While You’re Still Mentally Sharp

As we age, we tend to lose some of our cognitive abilities—and that, in turn, can cause us to make financial decisions that aren’t in our best interests. Commonly, people experience a degradation of financial decision-making abilities and “mental sharpness” beginning...

Safeguarding Assets from an Ex-Spouse

Marriage is one of life’s biggest milestones. Unfortunately, for many couples, so is divorce. That’s why it makes sense to consider how an upcoming wedding—be it yours or that of a child or grandchild—could impact both your current wealth and your wealth planning...

The Super Rich’s Three Big Fears-and How They Work to Overcome Them

Significant wealth can reduce many of life’s trouble—but it can’t eliminate them entirely. Even the richest among us have fears. What’s more, they often share many of the same worries the rest of us have. But there is one difference. In our experience working with the...

Estate Planning: Don’t Forget Your Pet!

If you are part of the 68 percent of U.S. households that own a pet, you probably think of it as a true member of the family—one you love and cherish. But what would happen to that cherished family member if you were to die suddenly? Have you taken any steps to ensure...

Work Smarter—Not Harder!

Reclaim your time and energy to live your best life Each of us has just 168 hours per week to accomplish our tasks and goals—at work, at home and out in the world. If you feel like you spend too much of that time on things that don’t add value to your life, you’re not...

The Surprising Power of Connectedness

It seems like everyone wants to know what it takes to live fulfilling lives, foster happier families, create and manage stronger teams, and have happier clients. And why not? Can you imagine a life where all those outcomes are a reality? The good news: There’s a way...

Wealth Planning for Age 90, 100—and Beyond

Thanks to medical technology advances, we’re living longer and in better health than ever. Some experts—like Harvard University Professor of Genetics David Sinclair, author of Lifespan: Why We Age—And Why We Don’t Have To—even proffer that “there is no biological...

Quarterly Market Update

This blog serves as a follow up to our previously released Q2 Investment Themes, as well as an update on what we are seeing and our current outlook. Here are the top three things we are covering in this month’s blog: May inflation readings triggered a June market...

A Wealth Planning Process for Pursuing Success On Purpose

Key Takeaways: Truly effective wealth planning occurs when you and your advisors have a deep understanding of you and the people in your life.Consultation with a team of experts is a key step for many families with complex needs.Since life doesn’t stand still, ongoing...

Money and Happiness: Are You Focused on What Really Matters?

You’ve worked hard for your wealth—so shouldn’t you be able to use it to have a happier, more fulfilling life? We sure think so. Unfortunately, we see too many individuals and families focus the bulk of their time and energy on accumulating wealth while paying little...

Getting Your Heirs Ready for Wealth

Key Takeaways: 90 percent of wealthy families lose that wealth by the third generation.Help heirs learn how to identify elite professionals who can help them.Show heirs how they can create goals and visions for what their wealth might accomplish. Inheritors have a...

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...