Wealth Management

Following are some of the major categories and tasks our advisors and I are recommending for clients to get their financial houses in order.

The housing market has been red hot this year, and the demand for homes has been robust in nearly every part of the country. We think there are several factors that are fueling today’s strong real estate market.

Access to liquidity is an essential tool in the execution of every wealth plan.

For a family’s long-term wealth management strategy to succeed, its advisory team's efforts must be integrated.

When properly structured, an intrafamily loan can help the borrower achieve important life goals and provide the family with an excellent wealth transfer planning tool.

While we did not foresee the worst healthcare crisis in over a century, the worst economic decline in 90+ years, the fastest 30+% stock market decline followed by the quickest recovery, we posed two scenarios that could unfold over time.

The global coronavirus outbreak has caused record-setting market volatility. But that volatility could allow investors to reduce their tax liabilities.

With our new surreal reality of closures and social distancing, this is a good opportunity to create or review estate planning documents to ensure they are current and accurately reflect your goals and objectives.

While practicing social distancing and staying home to prevent the spread of COVID-19, we are given an opportunity to handle a few important tasks that may normally fall to the back burner.

These teams can positively impact family financial planning across generations. But what makes a good advisory team that can address intergenerational wealth planning?

Medicare won’t cover all of your healthcare costs during retirement, so you may want to buy a supplemental medical insurance policy known as Medigap.

The demands on medical practitioners today can seem overwhelming.