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

Thomas C. Rogerson |
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


Why Trusts Still Matter

Sharon Klein |
Wealth Planning

Explore the brave new world of estate planning. Planning for same-sex couples and strategies for “non-traditional” and blended families. Understanding inheritance rights and posthumous birth laws. Considering a loved one with special needs. Comprehensive estate planning allows individuals and couples to maximize control over where their assets will go upon their death— while minimizing taxes