Steady Federal Reserve Rates are Good for Us

It’s a calculated strategy to help ensure long-term stability for the economy A topic of recent interest among investors is the Federal Reserve’s decision to maintain current interest rates, rather than pursuing a lowering strategy. While this may initially seem like a cause for concern, a closer examination reveals that steady rates have significant benefits […]

Don’t Forget to File! 8 Tax Filing Tips to Help Mitigate the Stress

If you hear the term HENRYs mentioned during a financial conversation, you may or may not be familiar with the fairly new acronym. It stands for “High Earners, Not Yet Rich,” or another way to describe them is “high earners with little to no savings,” or the “working rich.” If individuals that are big spenders […]

You want to start a business? Now what?

Starting a new business is no small feat. It involves several of steps, from the early planning stages to filling out the necessary legal documents. Here are 10 steps to consider when starting a new business. 1. Create a business plan A well-defined business plan is essential because it helps establish achievable goals and a […]

How to Plan for a Healthy Retirement

Planning for retirement often involves focusing on your finances and ensuring that you not only will have enough to sustain you during your retirement but adequate funds to do the things you enjoy doing. While this strategy is a crucial part of retirement, it is not the only thing to consider as you near your […]

Strategic Spending: Wise Habits for Long-Term Care For High-Net-Worth Individuals

As high-net-worth individuals navigate the complexities of financial planning during their working years, one critical aspect often goes overlooked—long-term care. In 2021, the median monthly cost of a private room in a nursing home facility was more than $9,000 per month. At a rate of close to $100,000 per year, even the most diligent savers […]

8 Financial Wellness Tips to Help Manage Generational Wealth

Asset management and financial wellness can help develop long-term confidence when wealth transfers from generation to generation. Understanding and implementing financial wellness techniques is essential for effectively sharing wealth with the next generations. Here are some financial wellness tips to help manage generational wealth transfer more confidently: Tip #1 – Participate in Estate Planning A […]

How to Estimate Your Quarterly Taxes as a Small Business Owner

For profitable small businesses, paying quarterly estimated taxes is part of the tax process to potentially avoid penalties at the end of your fiscal year. The quarterly taxes for a business are the estimated taxes that will be owed at the end of the year. Or, in some cases where businesses may see ebbs and […]

Outlook 2024: A Turning Point

In 2024, we believe markets will make a definitive turn to a more recognizable place. En route, the transition will be marked by meaningful shifts in a few key areas. Inflationism going down. The risk of a recession is bubbling up again as the effect of post-pandemic stimulus wanes. And the end of the Federal Reserve’s […]

Healthy Financial Behaviors for High-Net-Worth Individuals

For high-net-worth individuals (HNWIs), implementing healthy financial behaviors is crucial to maintaining their assets and growing wealth. Regardless of having significant financial means, embracing healthy financial behaviors must extend beyond simply making money or amassing wealth. Here, we outline strategies and behaviors that are important not only for building and maintaining wealth but also for […]

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