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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 & Economic Update
https://youtu.be/-QWNGYF5DxM
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...
Advance Your Wealth Episode 19 – A Wealth Planning Process for Pursuing Success On Purpose
https://youtu.be/jrFgWQGNFbs
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...
May Market and Economic Update – Month-end Rally Brings the Market Back to Breakeven
This blog will serve as follow up to our previously released Q1 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 month’s blog: Equities bounced back...
May Market and Economic Update – an All Weather Approach
https://youtu.be/1LQS7um0rL0
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...
Advance Your Wealth Episode 18 – Getting Your Heirs Ready for Wealth
https://youtu.be/MQyS9zOHxlY
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...
April Market & Economic Update – Market Tumbles Back to One Year Lows
This blog will serve as follow up to our previously released Q2 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: Equities dropped back...
April Market and Economic Update
Quarterly Market update with Corey Hoffstein
https://youtu.be/gmG4ixygyfI
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...
March Market and Economic Update
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
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...
Advance Your Wealth Episode 17 – 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...
February Market & Economic Update
https://youtu.be/vFRNrkq_NYI