Selling a business isn’t something that should be done on a whim or even within a few months. In fact, most experts recommend starting your exit planning three to five years before…
How much do I need to retire?
I’ve been asked this question more times than I can count by people across all levels of wealth and experience. From business owners contemplating an exit strategy to corporate professionals grinding through another year to 20-somethings just entering the workforce. It’s a simple enough question that everyone asks at some point in their career.
When it comes to supporting family members financially, clients often consider two primary options: gifting money outright or making a loan. Both approaches carry tax implications, so understanding the distinction…
For many investors, the topic of concentrated stock positions can feel especially personal, particularly for those who proudly say things like, “I bought Nvidia at $40, and I’m never selling.”…
There’s nothing easy about divorce. It can feel as though your entire life changes overnight, and for ultra-high-net-worth (UHNW) individuals, the financial implications can be just as overwhelming as the emotional ones. One of the most overlooked yet critical aspects of this transition is estate planning.
I recently worked with a client, we’ll call her Laura, who had just finalized a divorce after 27 years of marriage. She had always been involved in the family’s finances, but for the first time, she was solely responsible for her own estate. Her first question to me was, “Where do I even begin?”
If we’ve worked together for any length of time, you know I regularly talk and write about investor psychology, especially how tuning out day-to-day market headlines can lead to better long-term results. In a world full of distractions, this mindset is more important than ever.
We live in an era of nonstop financial news. From interest rate speculation and economic forecasts to geopolitical tensions and trade policy shifts, headlines are constantly vying for our attention and our reaction.
Recently, headlines about new tariffs and another downgrade of U.S. government debt have added fresh layers of uncertainty. And naturally, these stories raise questions:
Should I adjust my portfolio? Go to cash? Do something, anything, right now?
Our team regularly reads articles from industry peers and trusted resources to stay up to date on financial markets. We enjoy reading about topics related to economics, investments, current events, and financial planning.
In addition to circulating some of the best pieces internally, we thought our clients, partners, and friends might enjoy reading some of the same articles as us.
Here are recent pieces that our team members have read, along with some commentary on why we found the respective articles interesting.
We’re proud to share that David Copeland, Principal and Co-Founder of Strategic Wealth Partners, was featured on CAIS Conversations: Building With Alts. In this episode, David shares the story of…
As we move through 2025, financial markets are experiencing notable shifts, reflecting both broader economic factors and investor sentiment. These recent trends have been highlighted by the year-to-date under performance…