529 Plans 10/09/2017
Can A Trust Assist with Your Asset Protection Strategy?
In my last blog, I wrote about the importance of proper titling for asset protection. The next most important tool you can...
Continue Reading >Education 10/05/2017
Asset Protection 101: Appropriate Titling
When thinking about wealth management, people tend to focus primarily on growing their assets. But the...
Education 09/19/2017
The Best Laid (Financial) Plans…You Know the Rest
If you scheduled lunch with a friend five years in advance, what are the odds you’d...
Investment Strategy 08/03/2017
For Asset Protection, be Sure You Have The Basics Covered First
It’s easy to get all caught up in complicated strategies and tactics to build and protect...
Financial Planning 06/26/2017
Leverage Your Income Carefully Today for Wealth Tomorrow, and Beyond
For physicians, particularly younger ones, the path to laying a strong financial foundation to build future...
Economy 06/02/2017
Markets Focusing on Fundamentals Globally, Disregarding “Noise”
The late great John Marks Templeton recognized long before other mutual fund managers the importance of...
Private Equity Real Estate 05/15/2017
Illiquid Real Estate Investments May Protect Investors from Bad Instincts
If you’re in danger of shooting yourself in the foot, it’s a good idea to remove...