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...
