3 Tips to Help Junior Partners Avoid Lifestyle Creep
Lifestyle creep, or lifestyle inflation – when expenses rapidly rise to match newfound income – ensnares countless newly minted partners. ...
Markets in 2 Minutes – May 2023
As the debt ceiling remains a prominent topic in the headlines, Emily Platt of the Investment Team discusses the history ...
Charitable Giving for the High-Net-Worth Individual
Charitable giving is an important part of life for many clients. Whether donating money or property, dedicating time and effort, ...
6 Estate Planning Tips for Pet Owners
For many of us, our pets are beloved members of our families. They bring companionship and happiness, and like our ...
Teaching Finance: Rachel Haberman’s Journey from Teacher to Aspiring Financial Advisor
Rachel Haberman is a senior advisor associate in the firm’s Madison, WI office, providing advisors and clients with an enhanced ...
Transfer Planning for PE Partners Using a “Carried Interest” Option
As a partner in a private equity (PE) firm, you have a financial interest in the fund that comes in ...
