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State of the Economy as Seen Through the Bond Market
State of the Economy as Seen Through the Bond MarketState of the Economy - 3Q 2024

State of the Economy as Seen Through the Bond Market

My experience as a bond trader and fixed-income portfolio manager during the Asian currency crisis, the Worldcom and Enron bankruptcies, as well as the Great Recession has given me a…
Smart Ways To Work On Yourself—and Live Your Best Life
Smart Ways To Work On Yourself—and Live Your Best LifeHealth and Wellness

Smart Ways To Work On Yourself—and Live Your Best Life

Key Takeaways:  Bring your end goal back to the present day and envision yourself doing the necessary work in the moment to ensure your vision actually comes into being.  Set…
Foiling the Financial Fraudsters
Foiling the Financial FraudstersCyber SecurityInsights

Foiling the Financial Fraudsters

Key Takeaways Financial criminals have their sights set on the affluent. Their methods include email phishing, fraudulent investments, tax scams and beyond. Some of the best moves you can make…
Market Volatility
Market VolatilityInsightsMarkets

Market Volatility

Equity markets have been falling over the last week as disappointing earnings from technology companies and concerns regarding slowing job growth have caused investors to sell many of the securities…
Are You Doing All You Can to Avoid—Not Evade—Taxes?
Are You Doing All You Can to Avoid—Not Evade—Taxes?Tax Planning

Are You Doing All You Can to Avoid—Not Evade—Taxes?

Key Takeaways: • Qualified retirement plans are a smart tax-mitigation strategy for many entrepreneurs. • Advanced solutions like captive insurance companies and freezing the value of a business are often…
Live Longer, Live Better: How Leading-Edge Longevity Technology May Be Able to Help
Live Longer, Live Better: How Leading-Edge Longevity Technology May Be Able to HelpHealth and Wellness

Live Longer, Live Better: How Leading-Edge Longevity Technology May Be Able to Help

Key Takeaways: Longevity has become a hot-button issue, particularly as so many of us enter our 60s, 70s and beyond. Improvements in technology can potentially help us adopt and stick…
When It’s Time To Update Your Estate Plan
When It’s Time To Update Your Estate PlanEstate Planning

When It’s Time To Update Your Estate Plan

Key Takeaways: Don’t “set and forget” your estate plan—revisit it regularly and revise it if necessary. Be sure you’re getting advice from someone with superior technical expertise. Revise an estate…
The Virtual Family Office: Comprehensive Expertise for Successful families
The Virtual Family Office: Comprehensive Expertise for Successful familiesInsights

The Virtual Family Office: Comprehensive Expertise for Successful families

A virtual family office (VFO) is a modern alternative to the traditional single-family office...