5 Mistakes People Make in High-Net-Worth Divorces

When substantial wealth is involved, divorce can become more than an emotionally taxing transition, it becomes a complex financial turning point. For high-net-worth individuals, the stakes are higher, the assets are broader in scope, and the implications can last for generations. Yet even with all the resources available, many people walk into a high-net-worth divorce […]

Read More

Midyear Outlook 2024: Still Waiting for the Turn

As we reach the halfway point of 2024, a sense of persistence defines the economic and market landscape. Trends from late 2023 have continued, with surprisingly resilient economic growth mixed with stubborn but decelerating inflation. Equity markets have thrived and regained all the lost ground from 2022. On the other hand, the bond market still […]

Read More

Annuities: The Key to Women’s Financial Empowerment and Independence

In today’s world, financial independence is a stepping stone to women’s empowerment. A critical path to pursuing this independence is having a suitable retirement income. One retirement strategy that may be appropriate is purchasing an annuity that provides a guaranteed stream of income that women can’t outlive. Here, we dive deeper into how annuities can […]

Read More

Call Us Today!

Start planning your financial future

(719) 638-3451