Blog

Some of the wealthiest investors, entrepreneurs, and families appear to be extremely skilled at playing the long game. That means they have a concrete vision of their ideal future years (or even decades) from now and they take specific, carefully considered action steps at every stage in an effort to maximize their ability to make that vision a reality.

Mortgage rates are down more than 1% since late last year. This low-interest-rate environment has many people thinking it is a good time to refinance. As wealth advisors, our planning expertise helps our clients make the right refinancing decision. 

Chances are, there are many days and weeks that leave you frustrated by how many tasks on your to-do list—at home, at work or both—you didn’t get done. But what if you could take action steps to streamline your work habits, get more done in less time, and free up more hours and more energy to devote to the people and activities that really matter to you?

If you’re part of the roughly 85 million American families who own a pet, you might want to make sure they’ll be okay if you pass away unexpectedly. One smart way to do that is to include your furry family members in your estate plan. Otherwise, they may end up in a shelter—or worse.

Life insurance can be an extremely important part of a wealth management plan. But navigating the life insurance landscape can be tricky—and it’s easy to make costly mistakes. Understanding how a particular policy works to your benefit can be anything but transparent.

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.

Most of us create our wealth during our working lifetimes whether through consistent saving and investing, the sale of a business or sometimes through inheritance.

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?

Raising kids can feel tougher than ever these days. But a little planning combined with the right action steps can help ensure that children get on the right path—and stay there.

Donating money to our favorite charitable organization is a year-end ritual for many of us. While monthly giving has gained in popularity in recent years, most of us still tend to open up our wallets just a bit wider at the end of the year.