Meet The Author Judith Gordon Principal Judy is a Principal based in the Silicon Valley office. She provides consulting advice for private clients and advisors on estate planning, wealth-transfer strategies, trust... Learn More
Behavioral Finance Approaching ArtLearn key insights on collecting art effectively, understanding market trends, the role of art advisors, and strategic approaches to managing and preserving your art investments.
Behavioral Finance How to Use a 529 Plan For Retirement529 savings plans, traditionally used for education expenses, now offer a path to retirement savings with the ability to roll over unused funds into a…
Behavioral Finance It Pays to Start Early: Talking to Your Kids About MoneyIntroduce your children to the "4 Hs" - Happiness, Helpfulness, Hunger, and Humility, laying the foundation for a balanced understanding of wealth's role in life.…
Behavioral Finance Seven Easy Steps to an Effective Year-End Review of Your Family Finances 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…
Behavioral Finance The Case for International Travel InsuranceWorld 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…
Estate Planning 2024 Gift, Estate, and GST Tax ChangesPartner Paul Chmielewski highlights the gift, estate and GST tax changes for 2024.
Investing 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…
Charitable Giving 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…