What Is Fiduciary Investment Advice and Why Does It Matter?

Is all investment advice equal? Seems like an easy question to answer, right? We assume that someone who is providing financial advice knows what they’re talking about. The problem is that isn’t always the case. In fact, there is no educational requirement for those who...

The Real “Power” in Estate Planning

The thought of being incapacitated - either temporarily or permanently - is certainly not a pleasant one. Nevertheless, it is important to have the proper provisions in place should you suddenly become incapable of managing your financial affairs. One common way to help ensure some...

Curing ‘affluenza’ among kids of wealthy parents

Raising a child isn't easy. School, sports, social activities, sickness, they can all keep parents up at night. Affluent parents have an additional issue that may be cause for concern: "affluenza," or the notion that unusual family wealth will lead to a poverty of values...