
Establishing a Trust for Children
Setting up a trust for a child isn’t exclusive to ultra high net worth families. In fact, creating a trust for a child may be one of the smartest things many parents can do for their children.
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Posted by Kimberly A. Branch, CFP® | May 12, 2023 |
Setting up a trust for a child isn’t exclusive to ultra high net worth families. In fact, creating a trust for a child may be one of the smartest things many parents can do for their children.
Read MorePosted by Kimberly A. Branch, CFP® | Apr 14, 2023 |
In one study of small businesses, sales growth rates were three times greater or companies that instituted an advisory board versus companies that did not, while productivity growth for firms with an advisory board was nearly double that of companies without one.
Read MorePosted by Kimberly A. Branch, CFP® | Mar 31, 2023 |
The media are filled with breathless reporting on the ChatGPT revolution, replacing the metaverse as the “next big thing” in the minds of many investors. There’s good reason for the enthusiasm since it just may change work as we know it.
Read MorePosted by Kimberly A. Branch, CFP® | Mar 17, 2023 |
Capitalism has evolved and matured since Adam Smith’s seminal publication, “The Wealth of Nations.” From the “robber barons” ethos of anything goes to the Milton Friedman notion that a corporation’s only responsibility is to its shareholders, the standard of acceptable business conduct—as defined by the American people, legislators and courts–has changed dramatically over time.
Read MorePosted by Kimberly A. Branch, CFP® | Feb 24, 2023 |
In this white paper, Branding Your Financial Advisory Practice, we discuss what a brand is (and is not), why branding is important and how advisors can create a meaningful brand in their communities.
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