It is easy to generalize or even joke about couples with a significant age difference. But when it comes to strategic financial planning for the future, age gaps are no laughing matter. There are a lot of financial considerations for couples separated in age by 10 or more years. They first need an experienced advisor…

Halftime Numbers As we write in early July, major U.S equity benchmarks are 5 – 8% below record highs from January and many foreign markets are in “correction” territory. This weakness reflects concern about U.S. trade policy, higher interest rates, and a likely slowdown in corporate profit growth after 2018. First half results were lackluster…

When you consider your investment portfolio, you ultimately want to choose companies that, over the long term, are going to do well. But have you considered whether the companies you invest in might also do some good? The concept of building wealth while making a positive social impact has grown significantly over the last decade….

Whether you’re thinking of selling a business soon or in the distant future, you should plan ahead for such a major financial move. You could be ready to take on your next big opportunity, or simply enjoy a well-earned retirement. Whatever the reason for moving on from the business you’ve worked so hard to build,…

Nonprofit investing can be especially complex. Of all the challenges facing nonprofit foundations and endowments, issues surrounding finances and investing are especially hard. In the last decade, many nonprofits have experienced funding cutbacks. Even those whose funding has remained stable are finding that money has to go further to meet increased client loads and demands…