Thinking About a Multi-Family Office?
Your family may not feel like a business — but at higher levels of wealth, decision complexity (and stakes) can rival those of a large company. There are obvious matters like investment decisions and wealth management. There are legal disputes, negotiations, and tax planning. Finally, someone has to handle those practical decisions that affect your family’s daily life: choosing a new personal assistant, managing school applications and logistics for your children, scheduling medical appointments, coordinating international travel paperwork, and much more.
Read More
Déjà Vu All Over Again
Investment fads are nothing new. When selecting strategies for their portfolios, investors are often tempted to seek out the latest and greatest investment opportunities.
Over the years, these approaches have sought to capitalize on developments such as the perceived relative strength of particular geographic regions, technological changes in the economy, or the popularity of different natural resources. But long-term investors should be aware…
Read More
How Can High Income Earners Optimize Their Retirement Savings?
Young professionals and business owners dream about the day when they finally make it into the “high income earner” category. In their minds, the label will mark them as being in the financial security zone for the rest of their lives.
However, there’s an important distinction that many don’t see until it’s too late. High income doesn’t automatically equal financial security in retirement! Making a significant income year after year is great, but only if you also make smart choices about that money.
Read More
2019 Quarter 1 Stock and Bond Market Results
This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets.
The report also illustrates the impact of globally diversified portfolios and features a quarterly topic.
Read More
The Tools of the Ultra Rich and Why to Avoid Them
Many think only the wealthiest Americans have access to the most effective asset managers. These Private Equity Funds, Hedge Funds, and Venture Capital firms would have you believe they are brilliant enough to call themselves financial alchemists. The truth is much simpler; these elite strategies regularly fail to match or outperform the broader stock market. Let’s take a look at the performance of these strategies and what inherent flaws are responsible for their failure to beat the simpler approach of investing in low-cost, tax-efficient index funds.
Read More
Your Guide to Avoiding the Family Cabin Nightmare
Keep the family cabin a source of care-free memories, not stress and frustration!
What comes to mind when you think about your vacation home?
Most people who have a family vacation home associate it with blissful and carefree days. Whether it’s fishing with grandpa, the smell of burgers and hot dogs on the grill, swimming in the lake with friends and cousins, or roasting marshmallows around the firepit, the cabin can be a place of summertime fun and meaningful connection. Who wouldn’t want the same for their children’s families?
Read More
