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Do You Have a Family Wealth Transfer Plan?

Is your family like the ostrich with its “hand in the sand” when it comes to passing your estate to the next generation? I am afraid so when you consider the following statistics: 75% of affluent families say it’s important to leave an inheritance to the next...

As the World Turns, Part 3

THE WORLD IS TURNING, WHERE IS YOUR PORTFOLIO? In 2014, I started to talk about the bull market run in the US Stock market and that it only made sense that there was a future US stock market correction and asset class performance rotation on the horizon. I have...

When Your Adult Children Surprise You

As I was titling this blog, I was first in a quandary to use the term children or adult children. My boys, or should I say young men, or men, are 28 and 24. They surprised me at our annual family meeting this year. We are in the fourth year of having this event as a...