Blog
Featured Blogs
It’s Time to Address the Financial Literacy Problem. Here’s How.
The percentage of American adults with strong financial literacy—the ability to understand various financial-related concepts and put them to use—has fallen to historically low levels
Finding Advisors Who Are Truly Client-Centric
It’s extremely common for financial professionals these days to advertise how well they focus on their clients—and with good reason: After all, you’re probably more
Transferring Values—Not Just Wealth—to Your Heirs
Many of us have thought about how to best transfer our wealth to our heirs someday. Unfortunately, we see that parents and grandparents with significant
All Blogs
Managing Your Health In a Post-COVID-19 World
Regardless of how Covid-19 has affected your personal health, chances are that it has made a difference in the health care you receive and are
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
Three Questions to Answer Before You Purchase Life Insurance
Life insurance can be an extremely important, even essential, part of your financial plan. One of its most attractive aspects for many individuals and families
Choosing an Executor for Your Estate
Here’s an uncomfortable truth you need to accept: Someday—hopefully in the very distant future—you are going to die. The good news: You can make that
Preparing Heirs For Their Inheritance
Inheriting money comes with plenty of benefits. From being less worried about paying for life’s necessities to enjoying the luxuries affluence can bring, inheritors often
Here’s Why You Need a ‘Business Plan’ for Your Family
When business owners start a new venture or seek out funding, they always create a detailed business plan first. But chances are, most parents have
Virtual Experiences We Think You’ll Love
When COVID-19 first hit, closures and lockdowns made virtual resources the only way to see certain sites—drawing in viewers to virtual zoo tours and the
“We, the Family”: The Benefits of a Family Constitution
Wealth and family can be a tricky mix. Affluence can help families achieve great things and realize their shared vision, of course. But it also
The Power of Purpose in Reaching Audacious Goals
We find that people who have reached the highest levels of success and built truly significant wealth tend to share a number of key traits
The Many Benefits of Building a Family Brand
Nearly every company we can think of has a brand that communicates its culture and mission. But chances are, most of us have never considered
You Need a Cohesive Wealth Management Team. Here’s Why.
Chances are, you know that you likely need to tap the expertise of multiple professionals to pursue optimal financial results in your life. That’s because
Boost Your Efficiency and Effectiveness—at Work, at Home and in the World
Each day, we have limited amounts of time and energy to do what needs to be done while also trying to cultivate meaningful lives. Is
Four Types of Advisors
WHICH ONE SHOULD YOU WORK WITH? We find that, by and large, people seeking financial advice know to look for a financial
The Importance of Stress Testing Your Wealth Strategies
When making decisions about your money, it can be smart to know the steps that extremely affluent individuals and families take to grow
Savvy Negotiating: To get the Moon, Ask for the Stars
One key way to build serious wealth—whether in a business or your everyday life—is to effectively and consistently negotiate deals that are good
Buy Experiences, Not Stuff. Here’s Why.
When we spend money, we’re doing more than simply buying things. We want to create feelings of happiness, satisfaction and well-being. But are
The Importance of Personal Umbrella Policies
What would happen if you or your child caused a car accident that resulted in serious injuries or the deaths of others? How
Reclaim Your Time: Finding the Right Work-Life Balance
Too many of us put our work first and our lives second—and end up with little to no time for ourselves,