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I’ve been in ongoing “negotiations” with my 10-year-old daughter about whether she can have an Apple Watch, iPad, or iPhone. There is no quit in this child. When my wife and I say no to the watch, she pivots to the iPad. When we say no to the iPad, she asks for the phone. Around and around, we go.

Recently, after yet another Apple Watch request, I decided to have a little fun. I said, “We’re not buying you a watch, but how about some Apple stock instead?” Her reaction was about what you’d expect: arms crossed, eyes rolled. She asked, “What even is stock anyway?”

I explained that owning stock means owning a piece of the actual company. She told me that made no sense, reminded me it wouldn’t help her text her friends, and stomped off to her room.

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.

Spoiler: It’s not about predicting the next headline. A Personal Look Back Lately, one of my son’s favorite activities is flipping through old family photos. At just three and a…

This summer has been a challenging time for our family.  I lost my mom, and my husband lost both parents, all within a 7-week timeframe.  We are fortunate that they…

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?”