Is Your Advisor Putting Your Best Interest First?

Jeffrey C. Wolken |
Wealth Planning
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Understanding the importance of working with a fiduciary.   Fiduciaries are responsible for acting in the best interest of the individuals they serve, and are entrusted with a high standard of care.  A corporate fiduciary provides experience and objectivity needed to manage family trusts for the long term. Establishing a trusted relationship with an experienced fiduciary


Millennial Investors: Determined to Make an Impact

Investment Management

This investment insight discusses how Millennial investors are reshaping the world.   Millennials have now surpassed Baby Boomers as the nation’s largest demographic segment. Also the most diverse generation since the early 20th century, Millennials believe they will make a global difference. Millennial investors have developed a distinct passion for championing equality, social justice, and care


Intentional Inheritance Planning

Marguerite Weese |
Wealth Planning

Learn three best practices to help families overcome fears of demotivation. Many wealth holders fear that the anticipation of inherited wealth will demotivate or disempower family members. The idea of discussing wealth transfer and inheritance issues can be daunting, but the rewards can prove significant when family members work together to improve communication and strengthen