Wealth Management, Finance & Investing Blog

benefits family office services

Benefits of Family Office Services

When it comes to managing substantial wealth, especially across multiple generations, the complexity of financial needs and objectives increases significantly. …

RSUs

Restricted Stock Units (RSUs) – How They Work & 6 Common Misconceptions

RSUs are a form of compensation issued by employers to employees in the form of company equity, or shares. RSUs …

fiduciary responsibility nonprofit organization

Fiduciary Responsibility 101 for Nonprofit Organizations

Content adapted from an article originally published by, and used with permission from, Fiducient Advisors LLC.1 Fiduciaries to nonprofit organizations …

Capital Market Assumptions 2024

Resetting Expectations: 2024 Capital Market Assumptions

Each year, our Investment Team undertakes a comprehensive review of our capital market assumptions (CMAs) across asset classes. CMAs serve …

sunset tax cuts and jobs act

The Sunset of the Tax Cuts and Jobs Act: Financial Planning Considerations

When the Tax Cuts and Jobs Act (TCJA) went into effect in December 2017, it enacted several major changes, including …

sunset tax cuts and jobs act

The Sunset of the Tax Cuts and Jobs Act: What You Should Know About Estate, Gift, and GST Exemptions

The following is a brief summary of the changes to the estate, gift, and GST exemptions that will occur due …

emotional intelligence EQ

Emotional Rescue: Why Emotional Intelligence (EQ) Matters, in Wealth Advising and in Life

Reprinted with permission from Randy Kaufman. Randykaufman.com© with research assistance from Dustin Lowman, Guitar & Pen What is a wealth …

college to pro athlete

Navigating the Financial Transition: From College Athlete to Pro

The landscape of amateur athletics underwent a significant shift with the implementation of the Name, Image, and Likeness (NIL) policy, …

art & collectibles appraisal

Trust & Estate Considerations for Art & Collectible Owners and Inheritors

Owning and ultimately gifting art and collectibles brings unique challenges to its current owners and potential inheritors. Unlike traditional investments …

money and style message pit

The Money (and Style) Message Pit: Do Childhood Money and Style Messages Rob Us of Agency?

By Randy Kaufman and Andrea Greenspan Reprinted with permission from Randy Kaufman. Randykaufman.com© with research assistance from Dustin Lowman, Guitar …

governance planning

Fiduciary Governance Planning for Your Nonprofit Endowment or Foundation

Content adapted from an article originally published by, and used with permission from, Fiducient Advisors LLC. A robust governance framework …

spending policy nonprofits

A Guide to Spending Policies for Nonprofits

Content originally published by, and used with permission from, Fiducient Advisors LLC. “The name of the investment game is not …

investment policy statements

What You Should Know When Creating Investment Policy Statements

Content originally published by, and used with permission from, Fiducient Advisors LLC. Most experienced nonprofit board and committee members understand …

dentist financial planning

Financial Planning for Dentists: Navigating the Unique Challenges

In many ways, the dental profession is thriving and provides a rewarding career for entrepreneurs. Consider that the median pay …

Backdoor Roth IRA

Is a “Backdoor Roth IRA” a good idea?

This is a question that is coming up more frequently, especially from those who wish to defer taking money from …

My Sunny and Warm Tax Haven

After spending a few days recently in the warmth of Miami, I always wonder why I do not live in …

financial planning for people with disabilities

3 Things to Know About Financial Planning for People with Disabilities

Financial planning can already be a daunting task, but for those with disabilities, there are added complexities that need to …

Charlie Munger & Warren Buffett

The Abominable No-Man and the Oracle of Omaha

The recent passing of Charlie Munger, Vice Chairman of Berkshire Hathaway, made us reflect on his and Warren Buffet’s successful …

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