Insights
Why Women are Better Investors
In a survey conducted by Fidelity, fewer than 9% of respondents said that they thought that women were better investors than men. If that’s the predominant view, it’s not surprising that women are underrepresented in the financial...
What Do Financial Wealth Managers Do?
A wealth manager is usually characterized by their clientele – high net worth individuals. That characteristic of wealth managers (who they work with) has far-reaching ramifications. Because they usually work exclusively with...
Wealth Manager vs. Financial Advisor: What’s the Difference?
If you crack open a thesaurus (or more likely, go online) and look up synonyms for the word “finances” you’ll find words like “money”, “investments”, and “accounts” – all words that sound like the word “wealth”. Similarly, when you look...
Wealth Management Tips
Every person faces unique situations when it comes to money, and high net worth individuals are no different. In fact, the more wealth you have, the more complex questions you may have. Whether you hire a wealth manager or decide to do it...
Healthcare in Retirement
There is probably no subject more important – and more complicated – to successful retirement planning than the issue of health care costs in retirement. There is nothing further from the truth in that thought that once we turn 65...
Preparing for Retirement: Housing
One of the biggest assets most of us will end up with as we near retirement will probably be our home. What you decide to do with it as you retire is probably one of the more important decisions you will make. Chances are reasonably high...
Preparing for Retirement: 5 Things to Consider
The name Ida Mae Fuller is not one often found in the history books. But if there is a history of retirement programs ever written, it should be. Ms. Fuller was the first recipient of Social Security, the retirement program set up by the...
Webinar Replay: Primer on Alternative Investments: Potential Risks, Potential Rewards, and Considerations for Your Overall Investment Portfolio
In our last webinar, Primer on Alternative Investments, our special guests covered the potential rewards, risks, and considerations for an overall investment portfolio when investing in precious metals, venture capital, real estate, and...
Reducing Your Taxable Estate
While most families currently don’t have to worry about facing estate taxes upon death, those who were subject to the tax in 2020 paid an estimated $16 billion in estate taxes. If you’re fortunate enough to have an estate that might be...