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Prior to her passing, Jade conscientiously ensured beneficiaries were named on her financial accounts, intending for her entire estate to be equally divided between her two sons, Samuel and Benjamin. However, instead of designating them as joint beneficiaries on her brokerage and bank accounts, she named Samuel as the sole beneficiary on her brokerage account and Benjamin as the sole beneficiary on her savings account. Upon Jade’s death, nearly all her assets bypassed the will and were distribu

Attorneys at the largest, most selective law firms work in a rarefied space. They serve leading companies, advise top officials, and walk hallowed hallways alongside the nation’s elite. And a select few may eventually become partners – both a professional and financial triumph that promises status and other rewards. Years of creating complex financial plans for legal professionals has highlighted that the transition to partner can be financially difficult. While making partner can seem to be th

Attorneys at the largest, most selective law firms work in a rarefied space. They serve leading companies, advise top officials, and walk hallowed hallways alongside the nation’s elite. And a select few may eventually become partners – both a professional and financial triumph that promises status and other rewards. Years of creating complex financial plans for legal professionals has highlighted that the transition to partner can be financially difficult. While making partner can seem to be th

This time last year we were asked to weigh in on how we thought typical stock/bond portfolios would perform; we answered, “mid to high single digits.” Most portfolios returned greater than that in 2024, led by equity performance. Our Capital Market Assumptions (CMAs) for equities as of the beginning of 2024 were generally mid-single digits for U.S. equities and mid/high single digits for international stocks. U.S. stocks significantly bested their CMAs while international equities were in line

When seeking a financial advisor, you may have encountered various combinations of letters following their names. With over 100 different financial advisor certifications available, it can be challenging to understand these designations and select the best advisor for your needs. Here, we explain some of the most common financial designations and their implications for you. CFP® - CERTIFIED FINANCIAL PLANNER® The CERTIFIED FINANCIAL PLANNER® certification or CFP® mark is one of the most pr

In this episode, Mike LaMena speaks to French professional golfer, Matthieu Pavon, who plays on the PGA Tour and the European Tour.