Some advisors who have built their practices on ETFs and mutual funds have never experienced a market correction like the one we are in now.
Only once clients unpack what money means to them individually can they take it to the next level and work to reconcile their views with others in the family.
With Congress bogged down, it may be some time before bills that will directly impact the charitable sector begin moving again.
Think Bezos, Buffett and Musk have it wrong? Think again.
Top-earning Americans should be prepared for audit levels they haven’t seen in decades.
A soft power tries to be less of a soft touch.
A new charitable giving opportunity to discuss with your clients.
Families play the long game. Their ability to weather major volatility without looking for exits makes them sought-after partners.
