Life insurance is a foundational component of many people’s wealth plans. But there are a number of signs that should give you and your wealth manager pause when it comes to using strategies incorporating life insurance. This month’s Whistle Stop Report, “Avoiding Unpleasant Surprises—or Worse—with Your Life Insurance,” is aimed at helping you avoid life […]

Many of us start out each year with big goals for ourselves, only to give up within a matter of weeks. This month's Flash Report, “Keeping Those New Year's Resolutions,” is designed to help you see why it can be so hard to stick to your resolutions—and offer actionable advice aimed at keeping you on […]

Success can come with a major downside: It can make you a potential magnet for frivolous and unfounded lawsuits as well as other attacks that can wreak havoc on your financial health and stability. This Whistle Stop Report, “A Wall Around Your Wealth: The Importance of Asset Protection,”reveals four key action steps you should consider […]

To achieve your key financial goals, one of the biggest decisions you can make—often the single most important decision—is selecting and working with the right primary wealth manager. This Whistle Stop Report, “Finding the Right Wealth Manager for You,” reveals three key traits to look for in a wealth manager—integrity, competence and experience—and how to […]

What if you could do well by doing good—using your wealth to help revitalize economically distressed communities and enjoying some impressive tax breaks for your efforts? That’s exactly what you may be able to accomplish through a new type of investment called Qualified Opportunity Funds. In this month’s Whistle Stop Report, Qualified Opportunity Funds: The […]

In today’s litigious world, we all know how important it is to have liability coverage. The challenge is that many people do not carry enough liability coverage, leaving their assets and financial security vulnerable if they were ever to be sued. The good news is that a personal umbrella policy can give you the level […]

No two work days are created equal.  Like everyone else in the working class, I have good days and bad days.  I have days of great success, and days of unexpected disappointment.  However, every once in a while I have a day that reminds me why I do what I do for a living…and I […]

I must admit that when I received my personal "Weekly Investment Summary" this morning, it was a bit shocking to see such a decline over the past 7 days.  I obviously knew it had been a really bad week and even wrote about the losses within the major market indexes in a blog this morning […]

 Being named the executor of a family member’s (or other loved one’s) estate is, in many ways, an honor. The decision shows that the person saw you as a highly trustworthy, capable person of integrity. But it’s also a major responsibility that can quickly become a burden if you aren’t set up to do your […]