Sailing into a Headwind? Retiring during a Bear Market
People who have been disciplined about saving for retirement are typically looking forward to the day when they can stop working (or at...
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Insights
Finding Advisors Who Are Truly Client-Centric
It’s extremely common for financial professionals these days to advertise how well they focus on their clients—and with good reason:...
Transferring Values—Not Just Wealth—to Your Heirs
Many of us have thought about how to best transfer our wealth to our heirs someday. Unfortunately, we see that parents and grandparents...
Finding the Right Wealth Manager for You
It can be quite a task to evaluate the expertise and experience of a wealth manager before you work with him or her. Even then, it may be...
A Wall Around Your Wealth: The Importance of Asset Protection
Success can come with a major downside: It can make you a potential magnet for lawsuits—including frivolous and unfounded ones—and other...
Feeling Philanthropic? A Charitable Planning Primer
Do you want to have a major impact on a charity or cause that means a great deal to you? Do you want to do well financially by doing good...
Your Brain and Investing: Sixth in an Occasional Series
As we enter the “home stretch” in our look at the “ABC’s” of behavioral investing, it might be important to reflect, for a moment, on how...
Your Brain and Investing: Fifth in an Occasional Series
In our last visit to the “ABCs” of behavioral investing, we looked at fear, greed, and the herd mentality and how they can work together...
Your Brain and Investing: Fourth in an Occasional Series
This series of articles provides a look at some of the emotional and behavioral biases—most of which are unconscious—that can affect...
Your Brain and Investing: Third in an Occasional Series
In this series of articles, we’re looking at the emotional and behavioral biases—most of which are unconscious—that can affect investing...
Your Brain and Investing: Second in an Occasional Series
In the first article of this series, we introduced the broad concepts of behavioral investing, especially the ways in which our human...
Your Brain and Investing: First in an Occasional Series
Legendary economist and investor Benjamin Graham (1894–1976) made a timeless observation, decades ago: “The investor’s chief problem—and...
Donor-Advised Funds for Charitable Giving: Take Another Look
With the expansion of the standard personal deduction and the related reduction in applicability of other itemized deductions from the...
Buy Experiences, Not Stuff. Here’s Why.
When we spend money, we’re doing more than simply buying things. We want to create feelings of happiness, satisfaction and well-being....
Preparing Heirs for Their Inheritance
Inheriting money comes with plenty of benefits. From being less worried about paying for life’s necessities to enjoying the luxuries...
How to Help Parents—and Yourself—Live Better at 80, 90 and Beyond
They say we get wiser as we get older, but let’s face it: Many new uncertainties and challenges can crop up as people get deeper into...
Estate Planning: Don't Forget Your Pet
If you are part of the 68 percent of U.S. households that own a pet*, you probably think of it as a true member of the family—one you...
The Power of Charitable Remainder Trusts: Do well by doing good
A growing number of individuals and families want to use some of their wealth to support the causes and organizations they care about...
Sudden Wealth: What Should You Do If You Strike It Rich?
If a few million dollars—or more—fell into your lap tomorrow, what would you do? Sudden wealth isn’t a common or reliable way to get...
Smart Ways to Build a Moat Around Your Wealth
Have you taken steps to protect the assets you have worked so hard to build? Chances are, you know someone who has been sued. Maybe that...
Five Reasons to Make Philanthropy a Family Affair
Getting your family involved in charitable giving can create a powerful legacy A growing number of successful people have a strong urge...
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