We’re known for our Life-Minded Wealth approach. Now, we want you to get to know the people behind that approach. Mark McCarron, Principal and Chief Investment Officer, featured.
Insights for Your Life and for Your Wealth
Even though research shows that people with financial advisors are usually better prepared for retirement and more at ease with their financial wellness, selecting the right financial advisor is no easy decision.
Owning a business has become increasingly complex. Regulation changes often, causing business owners to worry about how they treat their customers, employees and themselves. And because it’s their business, it’s usually the owners who spend the most time dealing with these evolving requirements.
Passing down values related to family wealth is one of the most crucial, yet challenging, tasks for parents today. A child’s experience with money during their formative years can shape how they save, spend and give for the rest of their life.
As the baby boomer generation approaches one of the largest transfers of wealth in U.S. history, individuals are focusing on how to facilitate the flow of their assets to their children, grandchildren and great grandchildren. Passing along more liquid assets – like stocks, bonds and cash – is somewhat straightforward.