What We Believe You Should Look for in a Wealth Management Firm

Financial advisors can plan every aspect of your economic life. Here’s what high-net-worth investors should consider when choosing wealth management firms.

Is it Time to Rethink your Investment Strategy

Most people invested in the markets experienced the pain of bad returns, with the average 60/40 portfolio declining by 17% in 2022. If 2022 were any other year, it would be easy to chalk this up to market volatility, but in our view investors are likely not yet out of...

The Vital Importance of IRAs

If you are the owner or the recent inheritor of a large IRA, the SECURE Act is likely to have a material impact on you and/or your heirs. The SECURE Act made significant changes to the way heirs are required to withdraw funds from these accounts, which will likely produce larger tax bills for many beneficiaries. This Navigator outlines strategies for both IRA owners and beneficiaries to minimize the adverse impacts of the SECURE Act.

Should I Invest in Real Estate

With rising borrowing costs and low supply, investing in real estate during inflation can be a challenge. Investing in real estate can be a great way to build wealth, but real estate can also be a great way to destroy wealth if too much leverage is used. With the...