Making an Inheritance or Windfall Last

Steps to take and mistakes to avoid There’s a reason why 70% of wealthy families lose a majority of their wealth before the end of the second generation and 90% tend to lose it all before the end of the third generation. The truth is, most inheritors of wealth receive...

Managing Finances when You Remarry

Today, nearly one out of every three Americans (approximately 100 million people) lives in a blended family. Yet even though remarriage and blended families have become something of the new norm, they nevertheless present unique and often difficult financial...

Planning for Life’s Milestones

We all have dreams regarding important milestones we hope to achieve during our lives – from buying a home and funding college for our children to saving enough for a comfortable retirement. But in order to successfully achieve these goals, we first need to do a...

Financial Equality for Same-Sex Couples

It’s been nearly three years since the Supreme Court issued its landmark civil rights ruling (Obergefell v. Hodges) that granted same-sex couples the constitutional right to marry. As a result, today close to two-thirds (61%) of same-sex cohabiting couples in the U.S....

Should You Consolidate Your Retirement Accounts?

If you’re like most Americans, by the time you enter your early 50s you’ll probably have held about a dozen different jobs at nearly as many different employers.¹ It’s a far cry from the 1940s and 1950s, when working your entire life for the same employer was a fairly...
 
ASSETS UNDER MANAGEMENT FEE
FIRST $1,000,000 1.00%
NEXT $1,000,000 0.85%
NEXT $3,000,000 0.70%
NEXT $5,000,000 0.55%
THEREAFTER 0.40%
MINIMUM FEE $1,500