What do Bill Gates, Sting and George Lucas have in common? They plan on giving only a small portion of their vast wealth to their children. Their reason is simple … they place great importance on their children succeeding on their own merits. This leads to an important question: Can wealthy parents raise children with strong values and empathy for those less fortunate amid vast personal wealth?
Read More
Sales of electric vehicles are expected to reach nearly 30% of all new car sales in 2030, from its 3.4% share in 2021. No one doubts that electric vehicles are the future, but what remains in question is whether EVs make practical sense for everyday drivers.
Read More
The share of female financial advisors remains frustratingly low. This is not news. One estimate by the Bureau of Labor Statistics indicates that 31% of financial advisors are women, though Barron’s puts that number closer to 20%. Nor is it news that the share of women advisors has increased in recent years—a welcome sign of progress. Nevertheless, despite industry and individual efforts to recruit and retain female financial advisors, progress has been disappointing. Why is that?
Read More
The love between couples is expressed in many ways. It may be as deeply profound as the emotional support provided during difficult times or as intimate as a kind word or gesture when least expected. What is often overlooked as an expression of love for a partner is estate planning for the day when one partner dies.
Read More
Client confidence in the advisor rises when the onboarding process runs smoothly, reinforcing the advisor’s value proposition—an easier and more efficient path to financial security. Therefore, it is well worth spending the extra time on envisioning and implementing the ideal onboarding process.
Read More
