Wealth Strategies

Best Practices for Integrated Family Wealth Planning

Cathy Schnaubelt
September 06, 2018

Legacy planning is an opportunity for families to define their values while creating long-term objectives to their wealth. While preserving wealth and developing an effective approach to pass it from generation to generation is often a challenge, sometimes the most difficult aspect of legacy planning is knowing when and how to integrate younger generations and trusted advisors. When it comes...
Wealth Strategies

Establishing a Healthy Family Wealth Culture

Cathy Schnaubelt
August 30, 2018

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.
Investments

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:
Wealth Strategies

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...
The Connection

Emerging Markets: Looking Through the Storm

Dave Donabedian, CFA
August 21, 2018

Download PDF 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...
Investments

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.
Wealth Strategies

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.
Investments

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.
Wealth Strategies

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 Strategies

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.
Wealth Strategies

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.
Investments

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.
Wealth Strategies

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.
Wealth Strategies

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.
Private Banking

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.