Here’s Why You May Need to Update Your Estate Plan

by Eric Lawton

Blog

Key Takeaways: We find that most estate plans are at least three years old—and as a result, could be out of date. We find that...

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Tis the Season for Tax-Friendly Giving Strategies

by Eric Lawton

Blog

You may donate money to charitable organizations throughout the year, for no other reason than your heart-felt desire to support causes that you care about....

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Why High-Net-Worth Investors Should Consider ESG Investing

by Eric Lawton

Blog

The world is changing. At one time, investors focused all their energy and money on generating positive returns. Today, however, many have pivoted to generating...

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You’re Smart—but Are You Emotionally Intelligent?

by Eric Lawton

Blog

Key Takeaways: Emotional intelligence reflects the ability to identify, understand and manage emotions in a variety of situations and environments. High EI can help you...

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It May Be Time To Give Your Wealth Plan a Stress Test

by Eric Lawton

Blog

Key Takeaways: Stress testing can help you see if your strategies are still likely to do what you expect them to do. When your personal...

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Year-end Tax Planning for High-Net-Worth Individuals

by Eric Lawton

Blog

As the year’s end approaches, High-Net-Worth Individuals (HNWIs) must prepare for one of the most critical monetary tasks: year-end tax planning. Due to the nature...

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High-Net-Worth Individuals and the Benefits of Philanthropy

by Eric Lawton

Blog

High-net-worth (HNW) individuals have investable assets of a million dollars or more. Their substantial monetary resources often put them in a position to contribute monetarily...

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Apps for Rx: The Potential Health Benefits of Digital Therapeutics

by Eric Lawton

Blog

Key Takeaways: Digital therapeutics are a new software-enabled method of care delivery. Physicians are prescribing apps for their patients, although many are available over the...

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Six Big In-Retirement Money Mistakes—and How To Avoid Them

by Eric Lawton

Blog

Key Takeaways: Monitoring cash flow and other metrics can help you avoid overspending and underspending. Run the numbers on withdrawal strategies to find one that...

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Three Fears That Keep the Super Rich Up at Night

by Eric Lawton

Blog

Key Takeaways: Concierge medicine is increasingly available to help address key health concerns. A combination of financial and personal solutions may help families deal with...

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Entrepreneurs Should Consider Mastermind Groups. Here’s Why.

by Eric Lawton

Blog

Key Takeaways: Mastermind groups can enable many entrepreneurs to become more successful much faster than they would have otherwise. Operational benefits include new business opportunities...

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Understanding Bond Yields and the Yield Curve

by Eric Lawton

Blog, bonds

When it comes to investing in bonds, one of the first factors to consider is yield. But what exactly is "yield?" The answer depends on...

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