Blog

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...

Wealth planning can sometimes lead to unexpected and disappointing results due to changes in strategy, new laws, or shifts in personal circumstances. Life isn’t static, and what worked before may no longer be effective. The super-rich, those with a net worth of $500...

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...

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...

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...

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...

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...

Your company’s 401k plan is like a kitchen remodel from a decade ago – functional but potentially outdated. Many companies set up their 401k plans and then neglect to revisit them. However, taking a step back to assess your plan can reveal critical issues and...

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...

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...

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...