• The Top Trust Fund Mistakes to Avoid

    Family leaders often decide to establish trust funds for their heirs because they're motivated by a deep desire to provide for and secure the next generation. But the process involves so much more than just choosing the right investment strategy. Make sure you avoid these four common mistakes.

  • Pass It On: 4 Steps to Create a Durable Family Legacy

    Many family stewards are focused on building a secure financial foundation that will support their children for years to come. But few of them have a carefully considered plan for making that long-term security a reality. If you are concerned with creating a lasting family legacy, make sure these four steps are on your short list.

  • Keeping It in the Family: Business Transfers That Work

    Some of the world's most influential and successful corporations started off — and in many cases, still operate — as a family enterprise. But keeping your business in the family is not as simple as you may think. It requires thought, strategy, and above all, good advice.

  • Is There a Right Time to Start Saving?

    "We’ll get started when the kids are older." "We don’t have enough assets to think about that today." There are dozens of reasons why saving takes a backseat in our daily lives. But if now isn't the right time to get started, then...when? And what do you sacrifice by delaying the decision?

  • Six Questions to Ask When Finding the Right Financial Advisor

    Finding the person who will assist you in reaching your financial goals is a vital decision. How can you tell if the person you're considering is truly a professional financial advisor, or just someone who wants to sell you various products? How do you know the advisor will work in your best interest? Start by asking potential candidates these questions.

  • Romance and Finance: Smart Tips for Couples

    If you want to maintain a happy, healthy relationship with your spouse, open communication about financial matters is key. In the spirit of Valentine's Day, consider starting the conversation with these smart tips.

  • Taming the Rollercoaster

    What’s the best strategy for navigating choppy investment markets? The classic advice is to hang on for dear life — but is there a better option? Explore the concept of dollar-cost averaging and how it can help you weather market turbulence.

  • Video: Why It’s Important to Tune Out the Noise

    Every day, it seems, the financial headlines are screaming contradictory messages. How is an investor supposed to know what to do? Watch this video to understand the true value of tuning out the noise and staying focused on your long-term investment strategy.

  • Single Women and Money: The Basics Are Even More Important

    For single women, including women in transition and especially those who have never been married, understanding basic financial principles is even more crucial. Discover the right tools and expertise to apply these basics to your own financial life.

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