8 Financial Wellness Tips to Help Manage Generational Wealth

Asset management and financial wellness can help develop long-term confidence when wealth transfers from generation to generation. Understanding and implementing financial wellness techniques is essential for effectively sharing wealth with the next generations.

Important Lessons from 2023

Stocks defied the skeptics in a very unpredictable 2023. The Dow Jones finished at an all-time record high on December 28, and the S&P 500 came within a whisker of a fresh all-time high after the index rallied more than 20% for the year.

Year-End Tax Planning Considerations for Capital Gains

As the end of the year approaches, investors need to focus on tax-related considerations, particularly regarding capital gains. Year-end tax planning can help investors manage their overall tax liability while seeking to manage investments for suitable tax outcomes. In this article, we explore four key tax planning areas for capital gains: what it is, tax law changes, tax efficiency, and offsetting capital losses.

5 Strategies for Managing Financial Stress During the Holidays

The holiday season is a time of joy and headaches, celebration, fatigue, and togetherness mixed with a few knock-down drag-out fights. On top of the emotional rollercoaster ride can come a big wallop of financial stress.

Year-End Donations and #GivingTuesday

A list of things to consider as you think about year-end charitable donations With its family traditions and festive celebrations, the holiday season is the most wonderful time of the year. And according to GivingTuesday.org, the giving in the U.S. alone totaled $2.7 billion to nonprofits and community organizations on #GivingTuesday in 2021, a 6% increase from 2020. Unfortunately, despite

Year-end Tax Planning for High-Net-Worth Individuals

As the year’s end approaches, High-Net-Worth Individuals (HNWIs) must prepare for one of the most critical monetary tasks: year-end tax planning. Due to the nature of their holdings and dynamic financial situation, HNWIs often grapple with complex tax management issues. With astute planning, mitigating significant tax liability may be possible. First, comprehensive tax planning involves critically reviewing current income and

Offering Thanks

The penultimate month of the year is often a time to reflect and offer thanks. And while economic and geopolitical uncertainty can overshadow the positives, there are things to be thankful for. Here is just some of what we’re thankful for, now that we’re in the second to last month of the year.

High Net-Worth Individuals: Are You Missing Opportunities in Your Financial Planning?

High Net-Worth executives and those that have been self-employed, can experience common problems in their financial planning journey. Often, they have missed opportunities in their financial planning because they haven’t planned adequately for their retirement even though they make a high income.

Assessing Potential Market Impact of Israel-Hamas War

On Saturday, Hamas, a Palestinian militant group designated as a terrorist organization by the U.S. government, launched an attack on Israel, killing hundreds of civilians and taking dozens more hostage.

Women and Estate Planning Basics

When it comes to estate planning, women have unique concerns. The fact is that women live an average of 5.0 years longer than men.* That’s important because it means that there’s a greater chance that you’ll need your assets to last for a longer period of time and a greater need to plan for incapacity. It also means that you’ll

Financial Planning: Who Needs It?

No matter how much money you make, completely mastering money early on in life can help you pursue what everyone wants: a financially comfortable today and a financially secure tomorrow. Mastering money in our society can be a challenging task. Making sound financial decisions requires knowledge of investments, taxes, risk management, estate planning, pension benefits, and other areas—coupled with an