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.
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.
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 […]
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.
Estate Planning 2024 Gift, Estate, and GST Tax ChangesPartner Paul Chmielewski highlights the gift, estate and GST tax changes for 2024.
Individuals and Families 5 Things to Do in a Down MarketVolatile markets can shake the confidence of even the most committed long-term investors. Starting with a comprehensive financial plan, understanding just how much risk you…
Estate Planning A Guide to Charitable Gifting OptionsDiscover the power of purposeful giving with our guide on current charitable gifting options. Explore Private Foundations, Charitable Remainder Trusts, and Donor Advised Funds to…