Behavioral Finance Insights

Learn key insights on collecting art effectively, understanding market trends, the role of art advisors, and strategic approaches to managing and preserving your art investments.

529 savings plans, traditionally used for education expenses, now offer a path to retirement savings with the ability to roll over unused funds into a beneficiary’s Roth IRA, enhancing long-term financial strategies.

Introduce your children to the “4 Hs” – Happiness, Helpfulness, Hunger, and Humility, laying the foundation for a balanced understanding of wealth’s role in life. Dive into the world of financial literacy early, tailor the education to your family’s unique wealth narrative, and lead by example.

As autumn brings renewed focus, it’s the ideal season to evaluate and optimize your family’s finances. Whether it’s realigning financial goals, scrutinizing tax implications, or maximizing your legacy’s impact, a year-end review offers the opportunity to take stock and set the stage for a prosperous new year.

World travel offers a myriad of experiences and memories, but it’s not without risks. Travel insurance is a vital safety net, covering everything from lost baggage and trip cancellations to emergency medical evacuations, ensuring that unexpected disruptions don’t financially and emotionally overwhelm travelers.