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The investment industry has come a long way, offering Americans more ways than ever to build wealth. But the rise of alternatives—once the exclusive domain of institutions and the ultra-wealthy—has made it more difficult to cut through the noise and identify what matters. We’ve developed a framework to help. For most of our country’s history, […]
A little planning goes a long way for the causes you care about. Published by SELF Magazine on November 26, 2018. “Every dollar makes a difference.” We’ve all heard it before, but most of us don’t even know where to begin giving that dollar. Stepping into one’s philanthropic power takes time and planning in order to strategically use […]
You don’t have to be rich to put your money where your mouth is. Published by SELF Magazine on October 23, 2018. Today, as women across the country head to the polls for the midterm elections, many of us will also have dedicated time and money as candidates, volunteers, or voters to support the candidates or causes we […]
Despite increased focus on women’s empowerment, an essential ingredient for women to succeed is often left to chance: financial competence. Published by Thrive Global on May 17, 2018. Give a woman a dollar, and she can put it to good use. Teach her about how money really works, and she can change the world.This “modern-day take” on an ancient proverb is […]
Like the little black dress of financial planning, budgeting is one piece of advice that will stand the test of time. No matter what stage of life you’re in, sticking to a budget is the cornerstone of establishing your financial health and power. Although it is featured in nearly every expert’s list of financial “must do’s,” few […]
Give your children money, and they’ll usually find a way to spend it. Teach them how money really works, and they can change the world. This modern-day take on an ancient proverb is not the lesson that most young people are taught. Despite increased focus on training for a competitive global economy, an essential ingredient our kids need to succeed is often left to chance: financial responsibility. $59 trillion […]
“Today is the oldest you’ve ever been, and the youngest you’ll ever be again.” —Eleanor RooseveltMuch has been written and said about our aging population, about the retirement of boomers, and about the fact that many of us are living longer than generations that came before. According to the U.S. Census Bureau, residents age 65 and over grew from 35.0 million in 2000 to […]
“The generations of living things pass in a short time and, like runners, hand on the torch of life.” —Lucretius, Roman philosopherWhat issue most worries families of means around the world? In our experience, families with significant wealth are focused not only on investment management of their financial assets; they also care deeply about the long-term welfare of their families. Their goal of “capital […]
Much has been written in the last couple of years regarding the “fiduciary rule” rekindled by the 2015 announcement by the Department of Labor (DOL) of a seemingly straightforward and reasonable proposal which would require all firms and individuals who provide investment advice to retirement plans and IRAs to abide by a “fiduciary” standard. To be a fiduciary requires putting clients’ best interests before one’s own […]
“What about our family do you value most and hope never changes? “ This is one of several questions a family might ask itself as part of a process to develop a family mission statement. Why might a family want to define their mission? Consider what a mission statement achieves in a business setting—it clarifies an organization’s identity and vision for the future.A […]
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