Wealth
Unveiling Factors That Affect The Operational Costs Of Family Offices
Family Offices play a crucial role in managing the wealth of ultra-high-net-worth families and have grown in popularity in recent years. Many families looking to…
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Berkshire Hathaway’s Third Quarter 2023 Portfolio Moves
Berkshire Hathaway’s (BRK/A, BRK/B) third-quarter 2023 13F was filed on November 14. This filing gives us a quarterly opportunity to…
US Sovereign Credit Rating Outlook Downgrade By Moody’s Ratings
Over the weekend, Moody’s Investors Service, one of the three main credit rating agencies, signaled the US Sovereign Credit Rating…
Does The Future of the Responsible Company Lie with a Purpose Trust?
Patagonia, the multibillion dollar clothing retailer, has recently published "The Future of the Responsible Company: What We’ve Learned from Patagonia’s…
Stocks Rise With Trouble Under The Surface
Earnings season entered its final weeks, with only 52 S&P 500 companies reporting. On a positive note, the earnings improved…
Navigating the Impact of Rising Interest Rates on Estate Planning
As of November 2023, the Federal Reserve has halted interest rate increases. However, long-term rates have reached 5% , and…
How Are Your Prospects Finding You? RIAs – Rethinking Social Strategy
It’s 2023, do you know where your clients are? For much of the last 25 years, if a wealth management…
The Federal Reserve’s Inflation Problem Is Due To Federal Government Spending
“Don’t fight the Fed” is a stock market mantra that has proven true thus far in 2023. The Federal Reserve’s…
Four Ways To Save Ten Thousand Dollars Per Year For Your Retirement
If you’re like most Americans, you’d like to save more money for your retirement. According to the Federal Reserve’s “Report…
Company Owned Insurance Included In Valuation
Thomas Connelly v. United States was decided by the United States Court of Appeals in June 2023. The case involved…
Biotechs Bounce. New Highs For Ideaya, Olema And Vertex.
Biotechs rallied this week, a strong indication that “risk on” is back on after Fed Chair Jerome Powell said interest…
Critical Takeaways From Berkshire Hathaway’s Third-Quarter 2023 Earnings
Berkshire Hathaway (BRK/A, BRK/B) reported a loss of $12.8 billion in the third quarter versus a loss of $2.8 billion…
Fed Expectations And Earnings Send Stocks Soaring
The reporting period slows down after the busiest week of earnings. 51 S&P 500 companies are scheduled to report. Earnings…
$2 Billion UBS Wealth Management Team Says A 60/40 Portfolio Is Best
Team Name: Rimmel Mehaffey Pessy Wealth Consulting Group Firm: UBS Wealth Management Senior Members: James W. Rimmel, Daniel J. Pessy…
A Former Undercover Agent With $1.5 Billion Says ‘Investments Come Last’
Team Name: The Spickler Wealth Management Group Firm: Merrill Lynch Wealth Management Senior Members: Melissa Spickler, Stacey Cassis, Matthew Spickler…
A $6 Billion UBS Team In LA Serves As A ‘Holistic Center Of Advice’
Team Name: Wise River Advisors Firm: UBS Private Wealth Management Senior Members: Craig Chiate, Mark Binder, Glenn Oratz, James Chiate,…
High-Touch $3 Billion Wells Fargo Team Focuses On Dividends And Cash Flow
Team Name: TSG Wealth Management Firm: Wells Fargo WFC Advisors Senior Members: Mark Schulten, Allen Schreiber, John Szymura, Lori Zorn,…
$8 Billion Morgan Stanley Team From Chicago Focuses On Impact Investing
Team Name: Stephans Van Liew and Oiler Group Firm: Graystone Consulting from Morgan Stanley MS Senior Members: Kristina Van Liew,…
How To Give Women A Bigger Voice In Managing Family Wealth
According to Barclays, eight in 10 women from wealthy families globally stand to inherit significant fortunes over the next two…