Investors like to think of themselves as rational decision-makers. They analyze data, crunch numbers, and carefully consider their options before making a financial move. However, even the most … [Read more...]
Advisory Blog Posts
Navigating the Risks and Rewards of Angel Investing: Strategies for Business Owners
Why Should a Business Owner Become an Angel Investor? There are several reasons why some business owners might want to become angel investors. Many business owners enjoy the opportunity … [Read more...]
Family Vacations: How Affluent Families Can Strengthen Bonds
If you’re a member of an affluent family, you know that money can buy a lot of things. But ultimately, you can only spend money in three broad ways: for things, experiences, and impact. Things: You … [Read more...]
The Benefits of Donating Real Estate to a Donor-Advised Fund (DAF)
Donating real estate to a donor-advised fund (DAF) can be a great way for business owners to reduce their tax liability and increase their charitable giving. What is a Donor-Advised Fund … [Read more...]
Seven Ways Wealthy Families Deal with Financial Uncertainty and Market Volatility
Affluent families often have significant financial resources at their disposal, but that doesn't mean they are immune to financial uncertainty and market volatility. Here are some strategies that … [Read more...]
Red Flags That Could Trigger IRS Audits of Wealthy Business Owners
The percentage of affluent Americans who get audited by the IRS each year is relatively low. According to data from the IRS, in 2020, only around 0.5% of all individual tax returns were audited. This … [Read more...]
Interest Rates, Inflation, and Investment Strategy Part 3: Investing in Uncertain Times
After taking a closer look at interest rates and inflation, we come to the heart of the matter: When interest rates, inflation, or both are on the rise, what’s an investor to do? Big picture, we … [Read more...]
Interest Rates, Inflation, and Investment Strategy Part 2: Understanding Inflation
Has rising inflation got you down? In our last piece, “Understanding Interest Rates,” we explored how rising and falling interest rates can impact a healthy economy. Today, let’s add inflation to the … [Read more...]
Interest Rates, Inflation, and Investment Strategy Part 1: Understanding Interest Rates
At its March 15-16, 2022, Federal Open Market Committee (FOMC) meeting, the U.S. Federal Reserve raised its federal target funds rate by a quarter point. It was the first increase since December 2018, … [Read more...]