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Tag Archives: Wealth Management

Remember: Doing nothing is a choice, too (access required)

Almost 20 years ago, George Costanza, the character on “Seinfeld,” pitched a novel idea for a television show: “Nothing happens!” he gleefully told puzzled NBC executives. You might not want to let this “Seinfeld” scene inspire your investment strategy. In ...

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Financing a transition (access required)

Senior partners want to retire. Emerging leaders want a greater stake in their companies and a say in their direction. Everybody wants some assurance of financial stability now and in the future. In good times, funding retirement and leadership transition ...

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How to choose an investment vehicle (access required)

Most investors lack, or perhaps just can’t articulate, a reliable set of criteria for evaluating their choices among various investment vehicles. It’s odd because most of us have no trouble sorting through the options for ordinary consumer products and services. ...

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Consider the risk you’re willing to accept (access required)

This is one of the most important factors that can affect the way you structure your portfolio and your overall financial plan. Yet it is also one of the most difficult to quantify. There is no universally accepted way of ...

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Money Management: Find reliable investment advice (access required)

Finding a reliable source for investment advice has always been a challenge, and is especially difficult in today’s investment environment. The choice to put all or part of your financial future in someone else’s hands should not be made hastily ...

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Succession planning a must for solos (access required)

The simple fact is that a sole practitioner owns a family business — the law practice. And studies regularly document that small business owners do not plan well for the future of their businesses. A survey several years ago by ...

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Consider writing a family mission statement (access required)

A family doesn’t need a surname like Vanderbilt to benefit from a family mission statement. A mission statement is a collaborative document created by one or more generations of family so standards and goals can be set for the handling ...

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