<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=1401480206566122&amp;ev=PageView&amp;noscript=1">

WEALTH MANAGEMENT MINUTE

Why do Most Investors Under-Perform the Market?

Why do most active investors under-perform the markets and their own investments? “Most Americans are either fearful or greedy. It is their behavior that gets in the way!”*

The 3 Building Blocks of Bucketology

Bucketology - The art of balancing your portfolio and distributing your wealth to manage your taxes, cash flow, and risk.

Have You Stress-Tested Your Retirement Plan?

What is Stress Testing and why is it so important? Stress testing challenges the wealth planning a client has implemented or is considering implementing to assess the likelihood of its efficacy in different scenarios and at delivering the expected...

The 3 Levels that Determine Your Retirement Values

Why are values so powerful? Because they are one of the core motivations for everything we do in our lives. They have a profound impact on every important decision we make, from what we choose to do for a living to whom we marry to how we spend our...

The Five Most Effective Steps for Funding Your Retirement

Retirement. Financial Freedom. Whatever you call it — “it” being that blissful state of having enough money to quit work and do what you want — our aim with an upcoming series of articles is to help you achieve it. If all you’ve ever done to plan...

The Four Types of Financial Advisors

Who Should You Work With?  We find that, by and large, people seeking financial advice know to look for a financial advisor who has high levels of integrity and who wants to do what is in their clients’ best interest at all times. But it seems that...

The Importance of Family Governance

Keeping Family Wealth and Relationships in Good Shape The old saying “Shirtsleeves to shirtsleeves in three generations” means family wealth that’s built by the first generation is eroded or even destroyed by the third generation, which squanders...

How to Protect Your Assets in Your Golden Years

How to Help Parents - and Yourself - Live Better at 80, 90 and Beyond They say we get wiser as we get older, but let’s face it: Many new uncertainties and challenges can crop up as people get deeper into their golden years. Changes in physical...

Three Things the Super Rich Do Differently

The Powerful Benefits of Thoughtful Action When people are confronted with adversity, opportunity or both, they often react quickly—with the intention of dealing with the situation rapidly and moving forward. These reflexively gut-driven responses...

Tis the Season of Giving - How to Contribute The Tax-Wise Way!

Charitable Giving, the Tax-Wise Way Americans—especially the affluent—are some of the most charitable people in the world. Chances are, you use some of your wealth to support favorite causes or organizations that are important to you. But those...