Blog

August Witnessed Some Fireworks at the Onset, But It Quickly Waned: The month of August was highlighted by the unwinding of the “Japanese Carry Trade”. As of right now, there were no “aftershocks” from the August 5th event. In VIX terms, the VIX opened the month at...

In discussing the concept of the single-family office, it becomes clear why affluent families often choose to establish these entities and leverage their unique advantages. As the name suggests, a single-family office is tailored exclusively to serve the needs of one...

Living a long, healthy, and fulfilling life may be more achievable than you think. Fundamental practices like eating well, exercising, getting enough sleep, and staying hydrated are supported by research. For example, consistently getting less than seven hours of...

Financial fraudsters are working overtime to target those of us with significant assets. Even worse: They’re having far more success at parting us from our wealth than you might imagine. The upshot: Just because you’re “good with money” or careful in who you deal with...

“Your level of success will rarely exceed your level of personal development,because success is something you attract by the person you become.” That famous quote, by renowned entrepreneur and motivational speaker Jim Rohn, captures a vital truth: personal growth is...

Defining a life of significance is a personal journey influenced by age, gender, and wealth. Understanding what truly matters can help you create a roadmap to success that includes not only financial gain but also meaningful impact and fulfillment. As Jack London...

We are excited to introduce Melissa Smith, founder of Family Brand, who helps families transform their cultures and create lasting relationships. Melissa’s expertise bridges the gap between wealth management and family dynamics, ensuring both financial legacy and...

As someone looking to make smart decisions about your money so you can live a life of significance, one of your biggest goals should be to ensure you’re getting value from your professionals—the wealth managers, lawyers, accountants and similar experts you rely on for...

June ‘24 Market Recap – Let the Good Times Roll: The S&P 500 had its 32nd all-time high this year during the month – ending June slightly off the potential for a 33rd. That is 32 all-time highs out of 125 trading days or 1 ATH every 4 trading days. This year has...

Highly successful and wealthy individuals share a strong drive to keep learning and improving key aspects of their lives. This lifelong learning fuels their curiosity and motivates them to strive for greater success and significance, creating a positive loop of...

Estate planning—the process for how you transfer your wealth to heirs and others—can be very important for anyone who wants to be certain that their loved ones are adequately provided for and taken care of. Chances are, you know that—and you have an estate plan in...

May ‘24 Market Recap – In Like a Lion, Out Like a Lamb – After April came in with showers, May came out like a lamb, driven by a better-than-anticipated earnings season, leading the market higher by nearly 5.0%. In fact, the market hit two new all-time highs during...

The notion of collaboration as a potent tool for business growth often gets overshadowed by the competitive mindset. However, Chad Jenkins, CEO of Seedspark, sheds light on the transformative power of collaboration. He traces its roots back to human evolution,...

Surprises on our birthday can make for truly special, wonderful moments. But when it comes to surprises about our finances? Yeah, not so much. It’s possible, of course, to receive terrific unexpected news that you’ve just inherited a fortune or that the early-stage...

Ever wondered what the wealthiest Americans—those with a net worth of $25 million or more—think about life, values, family, and money? Understanding their perspectives could be beneficial to you, whether you're already among this elite group or aspiring to join them....