Born between 1981 and 1996, Millennials are the largest generation in the U.S. workforce today, numbering over 72 million. As the first true digital natives, they grew up alongside the internet, mobile technology, and social media.
Articles
Master Your Business Exit: A Roadmap to Valuation and a Financially Secure Future
But now, as you begin to think about selling your business or transitioning into retirement, it’s time to pivot your focus. The question isn’t whether you’ll exit your business, but how you’ll do so in a way that aligns with your financial goals, maximizes your wealth, and protects your legacy.
Building Your Own Path: Next Generation Wealth Planning
Discover how the next generation can build independent wealth, align financial goals with values, and create a lasting family legacy.
Maximizing College Savings with 529 Plans
To address concerns around leftover funds and to expand upon the potential avenues for funding and utilizing 529 plans efficiently, we have compiled this report to delve into potentially optimal strategies for high-net-worth investors to leverage 529 plans effectively.
2025 Suggested Reading List, by our Wealth Strategy Team
Summer is the perfect time to grow your knowledge, along with your wealth. Our Wealth Strategy Team has compiled a summer reading list to inform and inspire your financial journey. Discover what’s on our bookshelf this season today.
Understanding Medical Practice Transitions: A Comprehensive Guide to Maximizing Value and Ensuring a Successful Transition
Selling a medical practice is a monumental decision that requires careful planning beyond just achieving a favorable financial deal. Effective presale preparation — covering operational, financial, legal, and personal aspects — can make the difference between a smooth transition and an unsatisfactory outcome. Whether you’re planning a sale or just considering it, expert guidance is crucial to ensure a successful outcome.
Uncorking Value: A Strategic Guide to Wine as Passion and Portfolio
Wine is both a passion and an investment opportunity. Tangible, enjoyable, and produced in limited supply. Learn how consumers, collectors, and investors approach it.
The Keys to the Castle – Buying a Home
Embarking upon the process of buying a home can be both a daunting task and an exciting one. During the home-buying process, most people focus primarily, or at least initially, on how much “house” they can afford.
Financial Models vs. Reality: Is Your Wealth Strategy Built to Last?
You’ve spent years earning and growing your wealth, but will your wealth strategy stand the test of time? Financial models guide crucial investment decisions—from portfolio allocation to long-term planning—yet they’re only as reliable as the assumptions and expertise behind them. Like any roadmap, a financial model provides direction but mindlessly following it without adaptation can lead you right off a cliff when conditions change.
Leveraging Uncertainty to Provide Stability
With uncertainty on the rise and market sentiment faltering, investors may be starting to second-guess their portfolio risk to avoid future haymakers that equity markets may throw. Portfolio strategies that provide investors with a degree of downside protection against equity loss and defined return outcomes can be a powerful tool to keep otherwise fearful investors aligned with (their financial) plan.