Your Mind Wants You To Make Mental Money Mistakes
Behavioral finance—the study of people’s biases about money and investing, and how those biases impact decision making—has become a hot topic. A pioneer in…
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Seven Ways To Make Better Decisions
Every day—all day, it seems—we make decisions. Many are minor and made almost automatically. Some are far more important. And a select few may…
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Three Things To Do Before You Stress Test
In recent years, we’ve seen stress testing become an increasingly common action step taken by wealthy families and their advisors. At its core, stress…
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A Look at America’s Ultra-Wealthy Millennials
Ultra-wealthy Americans—those with a net worth of at least $25 million—are increasingly seeing new faces among their ranks. But they’re often not the usual…
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Could Your Family Have an Affluenza Problem?
Affluenza. It’s become an all-too-common term used to describe the extreme bad attitudes and actions—sometimes horrific actions—of some children of affluent families. While it’s…
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Being an Executor: What To Consider Before Saying Yes
At some point, you may be asked to serve as the executor of someone’s estate. If so, congratulations: That person clearly thinks highly of…
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What Makes a Wealth Manager an Elite Wealth Manager? Probably Not What You Think
We find that the affluent want to work with the best professionals in all areas of their lives—especially when it comes to the areas…
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Avoiding Unpleasant Surprises – or Worse – With Your Life Insurance
Life insurance can potentially play an important, even prominent, role in your wealth planning efforts. But you’ve got to be careful when using life…
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Keeping Those New Year’s Resolutions
So many of us start each January 1 with such high hopes. This will be the year we stick to our New Year’s resolutions,…
