Culture is widely considered to be one of the most important elements of a successful business. It’s also critically important for any family—especially when creating a long-term wealth plan and sustainable legacy.
What Makes Variable Rate Demand Notes Stand Out?
Dan Skolochenko August 28, 2018
In general, VRDNs have three key characteristics that distinguish them from other municipal bonds:
Legacy Planning: Getting Started
Cathy Schnaubelt August 23, 2018
If you are beginning the legacy and estate planning process, your first concern may naturally be how to maximize what you give to your family and favorite charities by minimizing what you pay in taxes. However, your legacy is not just about increasing the financial wealth that you hope to pass on to future generations. While this objective can usually be met through careful and collaborative...
Emerging Markets: Looking Through the Storm
Dave Donabedian, CFA August 21, 2018
Most headlines related to emerging markets (EM) have been decidedly negative this year. The growing U.S. trade conflict with China (by far the biggest emerging economy) helped spark a bear-market-sized decline in the Shanghai Composite Stock Market Index over the last seven months.1 More recently, the economic and financial travails of Turkey have rippled through global...
Going Deep in the Name of Due Diligence
Matt Scherer, CFA August 15, 2018
Stabilization of the U.S. dollar, progress on trade agreements and signs of a recovery in the emerging markets all contributed to solid returns for the month.
Working With a Family Office After Selling Your Business
Mark Cassell August 15, 2018
For a small business owner, succession planning can be an emotional and complex decision, especially if you do not plan to keep your business within the family.
Understanding Premium Bonds
Dan Skolochenko August 14, 2018
As a long-term investor, you may choose to include fixed income in your investment portfolio for a variety of reasons, such as capital preservation, income generation, or a combination of both.
Financial Elder Abuse: The Dark Side Of Aging And Finances
Cathy Schnaubelt August 09, 2018
According to the National Adult Protective Services Association (NAPSA), one in nine seniors has reported being abused, neglected or exploited within the last year, and one in twenty seniors has indicated some form of perceived financial mistreatment.
Wealth Management Strategies After Selling Your Business
Mark Cassell August 08, 2018
If you have recently sold or are considering selling your business, working with your advisor to ensure that your wealth management plan is aligned with your post-sale goals can help protect your assets and provide a financially secure future for you and your loved ones.
Recognizing The Warning Signs Of Diminished Capacity
Cathy Schnaubelt August 02, 2018
According to the Alzheimer’s Association, one in three seniors dies with Alzheimer’s disease or another type of dementia, and these numbers are only expected to increase over the next few decades.
FOMC Leaves Rates Unchanged
Gary Pzegeo, CFA August 01, 2018
The Federal Reserve left the target range for short-term rates at 1.75% to 2.00%. Futures contracts for short term interest rates implied a low probability of any action by the Fed at today’s meeting.
Managing the Transition from Small Business Owner to Family Wealth Manager
Mark Cassell August 01, 2018
While business ownership can be an effective way to build wealth, the skills necessary for growing and sustaining a business are typically vastly different than the skills needed to manage and preserve the wealth that has been amassed.
Understanding the Financial Risks of Diminished Capacity
Cathy Schnaubelt July 26, 2018
According to the National Institute on Aging, Alzheimer’s is the most common cause of dementia in older adults. However, it is not the only cause of cognitive impairment, and about half of Americans are expected to develop dementia in their lifetime.
Sustaining your investment strategy with a marketable secured line of credit
Dan Sullivan July 24, 2018
An effective wealth management strategy plans for your near- and long-term financial goals and aspirations while also providing for life events that are impossible to anticipate.
FERC Final Ruling - Incrementally Positive for MLPs
Paul McPheeters, CFA July 23, 2018
On July 19th, the Federal Energy Regulatory Commission (FERC) issued a final ruling as a follow-up to its announcement on March 15th that had caused significant weakness across the MLP sector. The final ruling was a positive development for the sector as we detail below.