Are Donor Advised Funds Right for Your Charitable Giving?

Donor Advised Funds (DAF) can be a convenient, cost- and tax-effective vehicle to support your favorite...

How to Protect Your Credit with a Credit Freeze

Identity theft affects nearly 60 million Americans, according to a 2018 Harris Poll with credit card fraud accounting for 33% of all identity fraud complaints. One way to protect...

Family Money Talks To Have This Year

Early in the New Year, we wanted to suggest that as you set your New Year’s resolutions, you consider making at least one related to managing your money.  A...

Why Corporate Executives Need Specialized Financial Planning

As Appeared in Advisor Perspectives. As financial planning evolves from a practice into a science, there is growing recognition that its main subject matter – people – is a...

What They’re Not Telling You About Qualified Opportunity Funds

One of today’s hottest tax topics is the relatively new concept of “qualified opportunity zones,” created by the Tax Cuts and Jobs Act (TCJA) at the end of 2017....

How should executives and entrepreneurs think about prioritizing their financial goals?

Having worked with executives and entrepreneurs for decades, we still find that many come to us with similar problems to solve. While these individuals may be highly successful in...

Can I expect more than financial advice from my financial advisor?

Thirty years ago, the term financial advice commonly referred to a limited subset of services, with an emphasis on investment management. Over the interim years, more advisors expanded to...

4 Steps to Sanity for the Sandwich Generation

Wikipedia, that fount of all knowledge, defines the Sandwich Generation as people, usually in their 30s or 40s, who care for their aging parents while supporting their own children....

Effortlessness: Working And Living In Your Zone Of Genius

As appeared in Financial Advisor Magazine. Highly successful people, when interviewed, often say the same thing about their jobs: They don’t see them as “work.” When the most gifted...

How can wealth advisors support professional athletes throughout their life journey?

Wealth advisors are in a unique position to understand the life journeys of their professional athlete clients. While their clients’ financial well-being remains the primary focus, it is the...

A Financial Advisor’s Guide for Helping Clients Face Alzheimer’s Disease And Dementia: Part 2

In Part 1 of this article, we introduced the importance of recognizing cognitive impairment in clients and what to look for in determining whether a client is exhibiting behavior...

Helping Clients Face Alzheimer’s Disease And Dementia: Part 1

This is the first in a two-part series focused on helping advisors understand what cognitive impairment is and how to identify and plan for the various degrees of this...

How can I ensure that I have responsibly prepared for the most difficult of transitions?

Just a short while ago, I learned of two women in our local community who’d lost their spouses to sudden death. Their grief was only magnified by anxiety, as...

5 Tips for the Club Sandwich Generation

I’m fortunate to work everyday with clients who believe in a world bigger than themselves—they donate time and money to loved ones, as well as their community.  Most are...

How can factor-based investing better position a portfolio for success?

Traditional asset allocation theory calls for constructing portfolios comprised of multiple asset classes, such as fixed-income, equities, alternative investments and real assets. Ideally, the allocation among these asset classes...

4 Tips on Preparing for the Unexpected

We all hope to never face a significant loss to our property.  Beyond the suffering from losing those things that cannot be replaced, the damage from fire, flood, earthquake,...

How can professional athletes prepare for long-term financial security?

Like many careers, a career in professional athletics has a life cycle. Unlike what other professionals experience, however, an athlete may find his or her career to be quite...

Estate Planning: It’s Not Over

As appeared in Financial Advisor Magazine Given the results of last November’s election, a repeal of the federal estate tax is now a distinct possibility faced by an entire...

How Should Lawyers Work With Financial Advisors?

In recent years, lawyers have found themselves increasingly drawn into the world of financial planning. The new realities of earlier retirement, lower capital market assumptions, longer life expectancy and rising healthcare and retirement costs all but ensure...

Financial Independence Planning for Executives and Professionals

Many executives and professionals – attorneys, physicians, engineers, corporate executives, and entrepreneurs, to name just a few – begin earning enough compensation in their 30s and 40s that they...

What are some wealth-management issues and strategies for executives at early-stage companies?

Corporate executives employed by privately held start-up companies face complex wealth management challenges.  Like their peers employed by publicly traded companies, executives at early-stage companies typically receive compensation packages...

What Should You Know About Long-Term Care Insurance?

As the average life expectancy of Americans continues to increase, many people are finding that they or their loved ones require support services to meet their needs as they...

Law Firm Partners Face The Perfect Storm As They Consider Retirement

As appeared in Financial Advisors Magazine As the world has grown more complex, so too have the opportunities, challenges and conditions that comprise the environment in which we live...

What should you expect from a virtual family office?

As a result of the rise in prominence of independent firms and strides in technology, wealthy individuals and families have greater options than ever in the selection of top-tier...

Post-Liquidity Events: Planning For Optimized Results

As appeared in Private Wealth It is, of course, most appropriate that financial advisors seek to prepare their clients in advance of a major liquidity event such as the...