Over the past several years, I have written extensively about the population exodus from the coasts further inland, a sort of Manifest Destiny in...
If you have recently had any type of capital gain event…. If you appreciate tax efficiency… If you believe real estate values generally increase...
In the last post, we talked about where the money in your savings and checking accounts are parked. We also touched on credit cards that have a...
Despite and maybe even because of COVID, Opportunity Zones are front and center in the investment world. The wealthy have the ability to make...
In my last post, I described responsible investing broadly. I shared an orientation and some key definitions, a lay of the land, so to speak. We...
I’ve built my career in responsible investing, a term that broadly means doing well by also doing good. I got excited about capital markets early on...
We were tied but poised to go on a 20-2 run of pure domination to start the second half. Then COVID killed the power. The game clock kept...
(by Laurie Ingwerson for Financial Advisor) For many financial advisors, the stakes seem higher when the client is a family-owned business. Not only...
The shocking killings of Rob Reiner and Michele Singer Reiner by their son, Nick, continue to reverberate throughout the country. The tragedy is a reminder of the dark side of privilege for celebrity NxtGens who must manage their families’ expectations, their own...
A song cover is a new performance or recording of a song that was successfully performed by another artist. The power of a great song cover is that it introduces the song to a new audience by transforming the song’s emotion or style. Some of the most iconic covers...
Next-generation family business leaders who are stepping into a leadership role within their family business is a significant milestone. But for many NxtGens, the transition comes with an uncommon dynamic: managing employees who once knew them as children. These...
Every business begins with a spark — an idea, a dream, a leap of faith. Over time, that spark grows into something much larger: a shared purpose, a set of values, and a story that binds generations together. A family business is more than its products, services, or...
