In times of erratic uncertainty, consistency becomes a welcome respite. But consistency can also breed complacency at precisely the time investors need to adapt.

ESG, impact investing, socially responsible portfolios—these phrases and buzzwords, all focused on investing based on core values—have boiled down to one commonality for investors.

Here are five tips to consider when you’re adding private market investments to your portfolio.

Here's why creating a holistic balance sheet can be essential.

Right now, the lifetime exemption for gifts and estates is the highest it has ever been—$11.58 million for individuals or a $23.16 million joint exemption for married people.

In today's low-interest-rate environment, investors need to be flexible to ensure their portfolio meets their income needs now and preserves their wealth for the future.

Family businesses often take on various functions on behalf of individual family members, including bill paying, household management, investment management, oversight of insurance procurement, and tax and legal matters.

In today's world, with state tax rates varying widely, more individuals and families are considering moves out of high-tax states. For example, California's highest income tax rate is currently 13.3%.

When you were 10, your brother helped you budget your allowance to afford a bike. When you were 20, your sister helped you secure an internship in your career field. So naturally, either would be a great choice as a trustee for your estate, right? 

Whether you have a summer beach house or a portfolio of commercial real estate, choosing the right trustee is key to ensuring real estate investments are effectively managed.