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

Blog

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...

March Market and Economic Update Blog

March Market and Economic Update Blog

This blog will serve as follow up to our previously released Q4 Investment Themes and is intended to provide an update on what we are seeing as well as our current outlook.  Here are the top three things we are covering in this week’s blog: The market...

Making Philanthropy a Family Affair

Making Philanthropy a Family Affair

For a growing number of successful professionals, there’s a strong urge to “pay it forward” by financially supporting causes and organizations that are important to them. Many of you already make regular and sizable charitable contributions. And we know from our...

To Make It Big, Know Your Course – and Stay the Course

To Make It Big, Know Your Course – and Stay the Course

Determine what you excel at that also helps you generate tremendous success—then focus on those actions and that knowledge in all you do. Need to address other issues? Outsourcing is the key to success there. Key Takeaways What do you excel at that also helps you...

Financial Planning for a Special Needs Child

Financial Planning for a Special Needs Child

Key Takeaways: Both current expenses and estate planning need to be part of special needs financial planning.ABLE accounts, budgeting and even government aid should be considered.Special needs trusts can potentially set up a child for the future without hurting...