Back to Individuals and Families Insights How to Become a Snowbird in Retirement – 7 Tips to Help You Prepare Kim Curtis April 10, 2024
Meet The Author Kim Curtis Partner Kim is a Partner in the Denver office. She is a nationally recognized wealth management advisor and speaker. Renowned for her holistic approach, she specializes... Learn More
Individuals and Families How High-Net-Worth Families Pay for College October 6, 2025 - High-net-worth families can often afford college outright, but thoughtful planning turns tuition into a strategic opportunity. From 529 plans and trusts to insurance and gifting…
Economic and Market Outlooks Video: October 2025 Economic & Market Outlook October 1, 2025 - “Giddy” isn’t a word we usually associate with Partner and Chief Equity Strategist Jim Lebenthal. However, in this Monthly Outlook, he shares some of the signs…
Estate Planning The Power of Substitution October 2, 2025 - The grantor trust is a popular estate planning tool that allows assets to be removed from an estate while still being taxed to the grantor.…