Subscribe to our newsletter. Get the latest insights and news delivered to your inbox.

Blog

Could Your Family Have an Affluenza Problem?

Affluenza. It’s become an all-too-common term used to describe the extreme bad attitudes and actions—sometimes horrific actions—of some children of affluent families. While it’s not an official medical diagnosis, the label accurately fits some kids today growing up...

­­Developments over the Past Month­­

Market Recap – October 2024: Broad markets were down during October, but that should not be a surprise to investors, as it tends to be the worst month in an election year. But, on the flipside, what also shouldn’t surprise investors is that there tends to be strength...

Strategies for Cultivating a Happy Workplace

As a business owner, ensuring your team's happiness is crucial for success. Research shows that employee well-being and optimism significantly enhance performance, while disengaged employees are prone to more errors and lower profitability. Creating a culture of...

Here’s How the Ultra-Wealthy Set Their Heirs Up for Success

Wealth planning for the next generation is a topic that is commonly discussed between advisors and their clients. That’s not surprising, of course: If you have wealth that you intend to pass down to children or grandchildren, chances are you’ll have questions about...

Navigating Difficult Conversations: Strategies for Success

Encountering difficult people is inevitable on the path to success. Whether in business, social settings, or even within family dynamics, these challenges can hinder progress. However, learning to navigate and understand difficult personalities can lead to...

­­Developments over the Past Month­­ – September 2024

The Market Hit New Highs, From Different “Whys”: The character of the market changed in Q3, but the direction remained the same with strong breadth. Many have asked if this is a less powerful rally, but the data suggests otherwise: this is still a bull market and it...

Be Wary of Social Media ‘Fin-Fluencers’

Increasingly, online social media personalities want to tell you what to do with your wealth. The rise of these financial influencers—“fin-fluencers”—is having a big impact on how some people get information and advice about the financial markets today. Most...

Navigate the Complexities of Tax-Loss Harvesting

Tax-loss harvesting is a strategy used by many investors and their advisors as a way to reduce the amount of taxes owed. Despite tax-loss harvesting being a well-established tool, it remains controversial in some respects. For example, research continues and debate is...

Eight Ways to Boost Your Creativity and Pursue Excellence

Creativity fuels success by generating original ideas and imaginative solutions. Innovators stand out professionally and personally, creating effective action plans and solving problems uniquely. Creativity empowers individuals to generate and gain recognition for...

­­Market Update­­ – August 2024

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...

Foiling the Financial Fraudsters

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...

Smart Ways to Work on Yourself – and Live Your Best Life

“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...

Beyond Wealth: Defining and Achieving a Life of Significance

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...