Whether through inertia or trepidation, investors who put off important investment decisions might consider the admonition offered by motivational speaker Brian Tracy, “Almost any decision is better than no decision at all.”¹ Investment inaction is played out [...]
Determining the value of an estate is a fundamental first step in estate management and a critical requirement for settling a decedent’s estate.¹ How to Assess the Value of an Estate 1. Select the date of calculation. Because values [...]
High-net-worth investors face investment challenges that some would consider unique to their financial status. The fundamental tenets of investing apply equally to them as with any other investor, but the affluent investor needs to be mindful of [...]
Passing your estate to an heir with credit problems or a gambling or alcohol addiction might not only lead to that wealth being squandered, but the inheritance could worsen the destructive behaviors. Of course, you don’t want [...]
2018 Year End Conference Call In case you missed it, click to hear the full year-end conference call! We hope you had a wonderful fall, filled with family and fun and are looking forward to [...]
If your family relies on your income, it’s critical to consider having enough life insurance to provide for them after you pass away. But too often, life insurance is an overlooked aspect of personal finances. In fact, [...]
The average household with credit card debt had a balance of $15,983 in 2017, nearly eclipsing the peak of $16,900 in 2008.¹ With the average credit card annual percentage rate sitting at 14.9%, it represents an expensive [...]
During your accumulation years, you may have categorized your risk as “conservative,” “moderate,” or “aggressive” and that guided how your portfolio was built. Maybe you concerned yourself with finding the “best-performing funds,” even though you knew past [...]
WMG 4th Quarter Conference Call In case you missed it, click to hear the full quarterly conference call that took place on Thursday, October 25th! We hope you’re looking forward to a beautiful autumn. This [...]
The words ‘bear market’ have been bandied about a lot lately. When you read or hear them, remember to respond the same way you would if you saw an actual bear in the woods – by staying [...]
