Family dynamics are shifting. In many cases, for the first time, fathers are no longer the primary breadwinners and the sole decision-makers for their families. This means the way families—and the financial industry at large—manage wealth should also change. We see now in many households that the overall dynamic and objective is one of mutual […]
As fiduciaries, our responsibility is to act in the best interest of the families that we work with. For this reason, any recommendation that we make is based on their goals and risk tolerance. However, what happens when turbulent times come around and clients want to throw their plan out of the window? Assess the […]
As the oldest millennials turn 40 this year, I thought it would be a good time to reflect on the changing landscape of families and specifically, the role of dads. The father’s role has evolved a lot over the years, and I believe some of the biggest changes have come under the millennial generation. Fathers […]
Should I gift my kids fairly or equally? It’s a question all parents must answer at some point. Of course, we want to be equal with our kids but what happens when it’s time to give to our grandchildren? Imagine you have two kids, one of them has three kids of their own and the […]
Developing a team and/or building an organization is a challenging endeavor. For a team to operate at its full potential, it takes a thoughtful strategy, vision, resources, a budget, and a lot of planning. The most critical item to the success of a team or organization are the people! How do you know if you […]
The pandemic changed so many things permanently. This new work-from-anywhere model is not likely to vanish anytime soon. Technology is so efficient and effective that it has allowed many businesses to thrive despite the many challenges of the 2020 pandemic. We, like many businesses, closed our offices in March of 2020 for the safety of […]
Giving up in your career or giving up while running a business is usually not a recommended strategy to pursue. However, when you consider your options to grow your career and/or your business this can be a strategy that is well worth the risk. When I first started my career, I spent weeks and months […]