All Wealth Planning Content

Communicating Financial Values to your Children

Matt Unger |
Wealth Planning
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Family communication is key to shaping your children’s financial experiences and preserving family wealth.The best way to share your financial values with your children is through open channels of family communication that starts early.If there’s silence surrounding money matters in your home, it can create confusion.Children who grow up discussing age-appropriate financial matters are more likely to become effective stewards of your family’s wealth.

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Lessons Learned: Avoiding Costly Mistakes in Wealth Management

Wealth Planning
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Don’t let conventional wisdom damage your unconventional wealth.  Conventional advice may be harmful if you’ve accumulated significant wealth.Avoiding critical mistakes in wealth management, advisor selection, asset allocation, and family communication is key.Working with a trusted advisor in a collaborative wealth management environment is crucial.“Subtract your age from 100 to get your target stock allocation.

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Benefits of a Blind Trust for Executive Diversification

Ronald Logue, CPA, CTFA |
Wealth Planning
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Corporate executives and insiders who own millions of shares in their companies can achieve diversification within regulatory guidelines.A blind trust enables an insider to give a trustee the sole responsibility to decide on the timing of sales of company stock, without participation by, or knowledge of, the insider.It allows insiders to achieve investment diversification and reduce risk without running afoul of securities regulations.

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