News

You are probably hearing the news about the failure of Silicon Valley Bank & Signature Bank and wondering: “What does this mean for me and my money?” and “Should be concerned about deposits at my bank or my investments at Fidelity?” The short answer is no. We have no concerns…

Fall is here and most are busy with football, family, and fun. However, some of you may be having some anxiety about the turbulence in the markets. So it is a good time to remind you about why we invest in the markets. Real investing is about matching a problem with a solution.…

When people find out what we do for a living, we are often asked which stocks we like or what the market is going to do this year. Our answer is always that we don’t personally own any individual stocks, or pick them for our clients. And as to "what is…

This is a common, and completely understandable, sentiment I often hear from people who are nervous about investing in the stock market. Whether it’s a global pandemic, a war, a real estate collapse, a recession, or other unpleasant event, feelings of anxiety and fear can give anyone pause when it…

Geopolitical events are often frightening and, seen in the moment, can cause investors to make rash decisions in an effort to try and predict the future or avoid volatility. But history shows that markets are resilient and reward those who invest for the long term. In the past 50 years,…

What will you do if you or your child causes a car accident that results in significant injury or death of another? What if someone is seriously injured at your home and claims you were responsible?  What if your dog bites an intruder on your property and then the intruder…

Estate planning—the process for how you transfer your wealth to heirs and others—can be very important for anyone who wants to be certain that their loved ones are adequately provided for and taken care of. When done well, estate planning aims both to allow you to pass on your assets…

Extremely wealthy families tend to be actively involved in philanthropy. Here are some of the ways they go about giving to charities—and how you might incorporate some of their strategies in your life. Determine your motivations for wanting to give back,  and pursue strategies that align with those reasons. Take…

Chances are, you want top experts working on your behalf to help you address your financial challenges and capture financial opportunities that could potentially make you wealthier. That’s probably especially true when it comes to complex aspects of your financial life—such as asset protection planning and estate planning strategies. So…

Shrewd negotiation skills are often critical to achieving significant financial success. The ability to get what you want when there are disagreements among parties separates many self-made entrepreneurs, as well as most other highly successful people, from the rest of the pack that doesn’t achieve great results. We commonly see…

If you decide to sell your business, you’ll likely encounter two main types of buyers: financial and strategic. Each type has its own intentions for wanting to buy your business. When you understand what drives and motivates each type, you can potentially maximize your ability to get the best deal…

If you’re a high-income professional or entrepreneur—or if you simply have a substantial net worth—you probably realize that in today’s litigious culture, you’re an attractive target for unfounded or frivolous lawsuits. But what have you done to actually reduce the risk of losing your wealth if you get sued? In…

Powerful relationships can be instrumental to your success and to the success of your company. But, as you almost certainly know, it takes time and effort to build those relationships. Trust is built over time as you learn more about your relationships and deliver support consistently. People will rarely trust…

It seems like everyone wants to know what it takes to live fulfilling lives, foster happier families, create and manage stronger teams, and have happier clients. And why not? Can you imagine a life where all those outcomes are a reality? The good news: There’s a way to pursue those…

The pandemic has impacted people’s financial lives in ways both large and small. For many of us, it’s changed how we spend our money, and therefore how we accumulate and use those oh-so-desirable rewards doled out by our credit card companies, travel reward programs and the like. With that in…