News and Updates
Is One Bank Enough for High Net Worth Families?
We’ve kept all of our cash and investment accounts at one major bank for years. It makes life easier. But now that our balances are larger, I’ve started to wonder […]
Crypto as Learning Capital: Teaching Smart Risk-Taking to Young Investors
“We regularly gift to our 23-year-old daughter, and she recently asked if she could invest $50,000 of her account in crypto. We want to encourage her interest in investing and […]
Direct Indexing: Tax-Smart Innovation or Overhyped Headache?
Listener Question:“A friend suggested direct indexing could give me an edge on tax loss harvesting, especially since I already donate appreciated stock to our donor advised fund. Is it worth […]
NUA Strategy in Retirement: Smart Tax Move or Risky Concentration?
“I’m retiring next year and have $3 million in my 401(k), including $800,000 in company stock with a cost basis of about $250,000. I’ve been reading about NUA strategies. Could […]
Protecting Wealth—and Relationships—When Lending to Loved Ones
“My brother is buying a new home but won’t close on his current home until after the purchase. He asked me to lend him the 20% down payment until he […]
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