Wealth Management Insights

Behavioral Finance

Don’t Panic About the Election! (Do This Instead)

Instead of worrying about the election results, our investment, taxation, and estate planning specialists offer constructive steps you may want to consider.

Lloyd Abramowitz

Partner

Behavioral Finance

It Pays to Start Early: Talking to Your Kids About Money

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.

Mariella Foley

Partner

Strategic Planning

Navigating the Fiduciary Relationship

Introduction Navigating the financial world can be a daunting experience for many people, especially when it comes to selecting a financial advisor to help manage their wealth. A crucial aspect to consider in this process is whether the professional you choose to work with is a fiduciary. In this article, we will explore what it […]

Behavioral Finance

The Art of Collecting, Part II: Why Some Cars Appreciate, but Most Do Not

Let’s not bury the lede: of course, cars can appreciate in value. But why do some cars hold their value over time, while most do not? That is (in some cases, literally) the million-dollar question. First off, let’s acknowledge that a majority of cars from all manufacturers are mass-produced, or at least, produced to meet […]

Susan Hartley-Moss

Partner

Behavioral Finance

Introduction to the Art of Collecting

Collections, whether fine artwork, rare automobiles, historical relics, or anything else, may be one of the most valuable assets in a client’s estate.