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It’s Time to Address the Financial Literacy Problem. Here’s How.
The percentage of American adults with strong financial literacy—the ability to understand various financial-related concepts and put them to use—has fallen to historically low levels
Finding Advisors Who Are Truly Client-Centric
It’s extremely common for financial professionals these days to advertise how well they focus on their clients—and with good reason: After all, you’re probably more
Transferring Values—Not Just Wealth—to Your Heirs
Many of us have thought about how to best transfer our wealth to our heirs someday. Unfortunately, we see that parents and grandparents with significant
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The Power of Purpose in Reaching Audacious Goals
We find that people who have reached the highest levels of success and built truly significant wealth tend to share a number of key traits
The Many Benefits of Building a Family Brand
Nearly every company we can think of has a brand that communicates its culture and mission. But chances are, most of us have never considered
You Need a Cohesive Wealth Management Team. Here’s Why.
Chances are, you know that you likely need to tap the expertise of multiple professionals to pursue optimal financial results in your life. That’s because
Boost Your Efficiency and Effectiveness—at Work, at Home and in the World
Each day, we have limited amounts of time and energy to do what needs to be done while also trying to cultivate meaningful lives. Is
Four Types of Advisors
WHICH ONE SHOULD YOU WORK WITH? We find that, by and large, people seeking financial advice know to look for a financial
The Importance of Stress Testing Your Wealth Strategies
When making decisions about your money, it can be smart to know the steps that extremely affluent individuals and families take to grow
Savvy Negotiating: To get the Moon, Ask for the Stars
One key way to build serious wealth—whether in a business or your everyday life—is to effectively and consistently negotiate deals that are good
Buy Experiences, Not Stuff. Here’s Why.
When we spend money, we’re doing more than simply buying things. We want to create feelings of happiness, satisfaction and well-being. But are
The Importance of Personal Umbrella Policies
What would happen if you or your child caused a car accident that resulted in serious injuries or the deaths of others? How
Reclaim Your Time: Finding the Right Work-Life Balance
Too many of us put our work first and our lives second—and end up with little to no time for ourselves,
Importance of Family Governance
Family governance seeks to balance the competing needs of family members when there is substantial family wealth or business interests. But how family
How to Help Parents—and Yourself—Live Better at 80, 90 and Beyond
They say we get wiser as we get older, but let’s face it: Many new uncertainties and challenges can crop up as people get deeper
Don’t Leap Before You Look
THE POWERFUL BENEFITS OF THOUGHTFUL ACTION When people are confronted with adversity, opportunity or both, they often react quickly—with the intention of dealing with the
The Super Rich’s 3 Big Fears
Significant wealth can reduce many of life’s trouble—but it can’t eliminate them entirely. Even the richest among us have fears. What’s more, they often share
Here’s Why You Need to Update Your Estate Plan
Estate planning—the process for how you transfer your wealth to heirs and others—can be very important for anyone who wants to be certain that their
Charitable Giving, the Tax-Wise Way
Americans—especially the affluent—are some of the most charitable people in the world. * Chances are, you use some of your wealth to support favorite causes
The Value of Multigenerational Family Meetings
If you’ve amassed sizable wealth, or are on the right path and getting there, it may be time to consider how to pass on some
Work Smarter Not Harder
RECLAIM YOUR TIME AND ENERGY TO LIVE YOUR BEST LIFE Each of us has just 168 hours per week to accomplish our tasks and goals—at
