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 […]
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 latest Stock Market ride has been fast and offers elevation changes that take away your breath and may induce nausea. Is strapping yourself into the seat the right answer? People have asked me many many times what I think of the stock market making new record highs. I have an explanation that makes sense when I share it and […]
