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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...

­­2024 June Market Update

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...

A Four-Step Process to Lifelong Learning and Competence

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...

When It’s Time To Update Your Estate Plan

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...

2024 May Market Update

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...

Collaborative Growth: Unlocking Innovation and Excellence

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,...

Don’t Let These Financial Surprises Trip You Up

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...

Is It Time to Stress Test Your Business Planning?

As a successful entrepreneur, you’ve probably engaged in a considerable amount of business planning to help you get your company and your team moving in the right direction. But how confident are you that the planning you’ve done is still on track to deliver the...

The Power of Possibility

Chris Smith, the founder of PSBLTY CO, shares how his work revolves around helping entrepreneurs, brands, and teams discover their identity and purpose. Central to their approach is the concept of possibility versus limitation, a philosophy that has deeply resonated...

Valuing Your Business—an Entrepreneurial Best Practice

Do you know—really know—what your business is worth? There’s a good chance that the answer is “no.” These days, many entrepreneurs are so focused on running their companies that they don’t have a good handle on big-picture issues like valuation. But even if you’re...

March Market Update

March ‘24 Market Recap: The S&P 500 returned 10.6% in Q1 - on a combination of two very powerful forces -- dovish central banks and a continued broadening of the AI narrative. The S&P 500 rallied for the fifth straight month in March (a 99th percentile return,...

ESG: Pros and Cons of Values-Based Portfolios

In recent years, more people have become aware of new thinking around environmental sustainability, workplace diversity, ethical decision-making practices and similar issues impacting both life and business. Investors are increasingly reflecting that awareness in...

The Three Key Elements of Smart Estate Planning

Among the affluent today, family is paramount. We find that many affluent investors have a “family steward” personality profile—they care deeply about how their wealth can help them take care of their loved ones. We also see this among specific types of affluent...