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Articles, Webinars & Media Appearances
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.
The Curse of Curves
This simple display of the yields of the various maturities of Treasury bonds, ranging from shortest to longest, was once lauded as a reliable recession indicator but is now somewhat derided as a false prophet of doom.
NewEdge Wealth Welcomes Patrick McGlothin as Part of Southeast Expansion
Veteran wealth manager brings two decades of Morgan Stanley experience to Knoxville, Tennessee market STAMFORD, Conn.,...
Falling Slowly
Hiring is slowing. Home prices are dipping. Real consumer spending is negative. And yet, markets are at all-time highs. Why aren’t investors more concerned, and what could change that?
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.
