Advice Tag
The New Face of Wealth: The Rise of the Female Investor
For years, McKinsey has tracked the steady rise of female-controlled assets and analyzed its potential implications in the United States1 and in Europe.2 McKinsey recently surveyed more than 13,000 US and European investors, of whom almost half were female financial decision-makers.
Common Wealth Transfer Mistakes Families Make
When you think of the transfer of wealth and mistakes that come from this, your mind drifts to news articles of famous people who died without a will or estate plan. This is definitely a mistake but not a common one.
“Death Taxes”…
You have just received an inheritance. What do you do now? You could spend it on some extravagance, but you would be better off doing two things first: assessing the tax ramifications and thinking about some investment options.
Who do Americans Turn to the Most for Financial Guidance? Not Financial Advisors.
When Americans need help with their personal finances, they are most likely to seek advice from people around them — or no one at all — rather than from financial professionals, a recent survey finds
TOP 3 Qualities Client Want in Their Advisor
Cerulli Associates, in conjunction with Phoenix Marketing International, surveyed more than 11,000 households with investable assets ranging from $100,000 to more than $5 million throughout 2020, and found, for clients at most asset levels,
5 Mistakes Anyone Could Make
As you know, planning for the future and keeping your finances on track require regular vigilance and fine-tuning. But when life gets busy, it’s surprisingly easy to forget about the basics.