By Lee Sherman Divorced couple Bill & Melinda Gates, one of the wealthiest couples in the world reportedly had no prenuptial agreement in … [Read More...] about Postnuptial Agreements for the Ultra Rich
By Peter Mastrantuono We are all guilty, at some time or another, of ignoring the advice of an expert. Usually it’s not a wholesale rejection of … [Read More...] about When Clients Spurn an Advisor’s Advice
By John Drachman What if the value of the dollars you earned suddenly exceeded the worth of the goods and services they purchased? Something … [Read More...] about Bitcoin: Spend or Invest? Just Ask Tinkerbell
By Thomas Kostigen An acquaintance of mine decided to join an investment club to learn more about investing and perhaps co-invest with other … [Read More...] about Pros and Cons of Joining an Investment Club
By Kara Walker How would you like to earn money for college just because you love ice cream? Students often bemoan debt is a necessary evil in … [Read More...] about Debt-Free College: Unique Alternatives
By Lee Sherman Depending on the size of your family and whether or not you are actually running a family business, you may have different needs … [Read More...] about Selecting a Financial Advisor for Your Family Office
By John Drachman With the solvency of Social Security beyond 2037 an ongoing question, future retirees must continue to carefully navigate their … [Read More...] about 401(k) Split Decision: Traditional vs. Roth
By Peter Mastrantuono Warren Buffett is considered one of the most successful investors ever, turning an investment of $140,000 at age 26 into over … [Read More...] about 8 Eternal Investing Lessons from Warren Buffett
By Thomas Kostigen Should politics and investing mix? A recent column in the Wall Street Journal claims they should remain separate and distinct, … [Read More...] about Do Politics and Investing Mix?
By Nicholas W. Stuller This investor, born in the first year of the Millennial generation, has experienced a common decision-making process of … [Read More...] about Success with His Parents Advisor
By Lee Sherman With taxes expected to rise for people making over $400,000 a year, you may be thinking that now might be a good time to become a … [Read More...] about Changing Citizenship: Is it Worth it?
By John Drachman If India’s policymakers opt for a digital currency pegged to the Rupee this year, can a U.S. Treasury-based digital dollar be far … [Read More...] about Government Regulation of Crypto: Coming Soon?