How is a family like a business? Both need smart planning to succeed, survive and thrive. The fact is, it’s harder to raise kids in the digital age when communities aren’t as tight-knit as they once were. As the rising rate of suicide among teens reveals, children are both struggling more and feeling less certain […]

A growing number of affluent individuals and families want to make a major difference in the world by supporting causes and charities that are deeply meaningful to them. But they often don’t know how to maximize the impact of their philanthropy—or effectively balance their charitable desires with their financial needs and responsibilities. As a result, […]

What if you could do well by doing good—using your wealth to help revitalize economically distressed communities and enjoying some impressive tax breaks for your efforts? That’s exactly what you may be able to accomplish through a new type of investment called Qualified Opportunity Funds. In this month’s Whistle Stop Report, Qualified Opportunity Funds: The […]

In today’s litigious world, we all know how important it is to have liability coverage. The challenge is that many people do not carry enough liability coverage, leaving their assets and financial security vulnerable if they were ever to be sued. The good news is that a personal umbrella policy can give you the level […]

No two work days are created equal.  Like everyone else in the working class, I have good days and bad days.  I have days of great success, and days of unexpected disappointment.  However, every once in a while I have a day that reminds me why I do what I do for a living…and I […]

I must admit that when I received my personal "Weekly Investment Summary" this morning, it was a bit shocking to see such a decline over the past 7 days.  I obviously knew it had been a really bad week and even wrote about the losses within the major market indexes in a blog this morning […]

Being named the executor of a family member’s (or other loved one’s) estate is, in many ways, an honor. The decision shows that the person saw you as a highly trustworthy, capable person of integrity. But it’s also a major responsibility that can quickly become a burden if you aren’t set up to do your […]

Please open your economic textbooks to page forty-seven, class, because it’s time to talk about something you probably haven’t thought of since college: tariffs. On Thursday, March 1, President Trump announced a new plan to institute a 25% tariff on steel imports and a 10% tariff on aluminum.1 Like so many things these days, the […]