Bankruptcy has long been associated with a type of moral character flaw. It sometimes seems as if a person’s financial situation is somehow completely and uncompromisingly tied to their value as a human being. The stigma surrounding bankruptcy reveals a pernicious false equivalency. Somewhere along the way, a person’s finances became conflated for their worth….

A financial advisor is someone who assists with and, in some cases, manages your finances. The term financial advisor, however, refers to a wide array of professionals who render different kinds of services. Types of financial advisors include investment managers, broker-dealers, and certified financial planners just to name a few. In this article, we’ll tackle…

By Stephanie Cook Gone are the days when many financial advisors cautioned people about weaving humanitarian and environmental values into investing. Today, many investors consider the social impact of their portfolio construction. Options abound for seeking financial return while avoiding negative effects in areas of concern, as well as for investing for positive impact on…

By Mark Hartnett Families face an uphill battle when passing down their wealth. One oft-cited study conducted by Roy Williams and Vic Preisser has shown that 70 percent of family estate transfers fail as a result of family squabbles and disagreement. To paraphrase noted author James E. Hughes, Jr., families that are truly successful are…

By Marty Chiu Happiness is having a large, loving, caring, close-knit family … in another city.” — George Burns Close — but not too close — is the ideal situation, right? Family ties can be messy. Often family relationships seem to unravel along the journey of life. This is probably not how family leaders intended…

By Stacy Derby Take Control. Ensure your heirs know your personal story. Don’t let others define your legacy. It Wasn’t Always This Easy. Younger generations didn’t witness the struggle and the sacrifice. Enlighten your heirs. Navigate Wealth Transfer. Engage in meaningful communication to avoid the high attrition rates of generational wealth. Family Business Succession. A corporate history can inform and…

By Ella Chase Hyland and Michelle Langdon The Importance of Intentional Travel to Create “Wellthy” Experiences “The wealthiest place in the world is not the gold mines of South America or the oil fields of Iraq or Iran. They are not the diamond mines of South Africa or the banks of the world. The wealthiest…

By Chris Gibbons Let’s start with a New Year’s admission: self-reflection is hard. Each of us believes we know ourselves, that we have a sense for the nature of our loved ones, and that we’ve identified a firmly formed picture of right and wrong. Perhaps above all else, each of us believes we are rational people…

By Natalie P. Wagner “Let the beauty we love be what we do.” —Rumi In my mid 20’s, I worked what seemed to be a “good job” in the corporate world. It started great. I enjoyed my team, was developing my skills, and was proud of the money I earned. Together, these experiences gave meaning…

By Todd Fithian Finally, industry regulation and public demand is at the root of shaping the future of the financial services industry, specifically related to how advice is being given from a fiduciary perspective, and I couldn’t be happier. For much of our nation’s history, and most of our lifetimes, people have followed a predetermined path….

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