News
No Place Like Home
Stocks delivered remarkably strong performance in 2019. A year that began shrouded in doom and gloom under the overhang of recessionary fears seemed to brighten with each passing month.
Wealth Management 2025
As technology advances and the wealth management industry consolidates, wealth managers will become increasingly focused on the standardization of offerings delivered through digital means.
Estate Planning Challenges
Squabbling siblings, spendthrift heirs and hostile step-relatives aren’t just the stuff of television drama.
The Myth of the Triple Net Lease
Demand for triple net lease investment opportunities has been rising consistently over the last two decades.
Coping With Complexity: Four Pitfalls Informed Investors Can Avoid
It is an era of complex fee structures with many high-net-worth (HNW) investors unaware of just how many forms and layers of fees and costs are lurking within their portfolios.
Risk Aversion and Investor Sentiment
Global equity markets are up significantly in 2019 as they continue to rebound from last year's sharp selloff. The S&P 500 index reclaimed new highs on its way to a 19% gain in the first half of 2019, the Russell 2000 index of smaller companies rose by 17% and the global MSCI All Country index advanced by 14%.
Key Strategies For Maintaining Stakeholder Alignment Amid High-Net-Worth Portfolios
A 2019 Forbes Insights survey finds that 68% of high-net-worth (HNW) investors say family relationships greatly complicate wealth management.
Low Interest Rates — Recession or Distortion?
Financial markets have been volatile for the better part of the last two years. In the meantime, the current U.S. economic expansion has progressed to now become the longest on record.
Why Your Family’s Money Belongs In Nevada — No Matter Where You Live
Nevada may be known for its casinos and high-stakes poker games, but high-net-worth families will find it no gamble to keep their money there.