The Uncommon Average
“I have found that the importance of having an investment philosophy—one that is robust and that you can stick with—cannot be overstated.” – David Booth Click below for more.
Turning Monetary Gifts into Learning Experiences for Children
Most parents want to help their children financially, but not by handing over cash with no strings attached. Helping your children learn how to be smart savers could be the best gift that you ever give them. Click below for more.
The Power of Charitable Remainder Trusts
Do well by doing good A growing number of individuals and families want to use some of their wealth to support the causes and organizations they care about most. From helping those less fortunate to facilitating scientific breakthroughs, from providing safe habitats for wildlife to sharing the arts, philanthropy is […]
Instilling Financial Habits in Children
Instilling in children good attitudes about working, earning, saving, and investing is an important part of being a parent. Teaching your kids about money is something you should consider doing from a very early age, especially since it is rarely taught in schools. Click below for more info.
Perspective on Premiums
Investors may be tempted to extrapolate recent returns into the future, which can lead them to abandon their investment philosophy at potentially inopportune times. While negative outcomes are disappointing, investors should view them with the proper perspective and stay the course. Click below for more info.
Dealing With Grief
This article will help you understand the steps your family or friends may take after the passing of a loved one to ensure they are getting the support they need personally and financially. Click below for more info.
How Much Should I Save for Retirement?
This is the big question. The answer can be very complex, but this article where Marlena Lee offers her views is a great start. Click below for more.
In Transition: Coping with Big Life Changes
Learn about financial strategies that can help you cope when you’re dealing with some of life’s most jarring changes. Click below for more.
A “floor” that makes your life comfortable and secure.
I had a interesting conversation with a guy yesterday who called me to talk about his planning needs for the gains from his business sale and how to convert them into an investment income plan. After some discourse about various tax ideas and introducing him to the 360 Family Office […]
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 would you pay for the treatment and damages of someone who was hurt in your home and claimed negligence? What happens when they claim to have suffered […]