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The holistic wealth viewpoint

Family outside at a table with woman serving bread.
2 min read
Estate planning: What your family needs to know when you’re gone
Does your family know what to do with your estate and affairs when you’re gone? It’s not an easy subject to discuss, but proper planning and communication now will help reduce your family’s burden in the future.
Cheri Stein Wealth Management
Article June 21, 2019 2 min read
A man and woman are talking while seated at a table.
6 min read
Being a capable investor is easier than you think

What is a “capable” investor? And why is it so much better than being an “average” one? Here are six traits of capable investors as they work toward creating and protecting wealth.

Ray Celaya Wealth Management
Article June 17, 2019 6 min read
Image of diverting arrows on road
6 min read
Power of attorney vs. trust: Which strategy is right for you?

While we don’t like to think about life's uncertainties, creating a plan that uses a trust and a power of attorney can protect your loved ones and assets. Here are some of the pros and cons of each.

Jonathan S. Grossman Wealth Management
Article May 21, 2019 6 min read
A family is sitting outdoors at a table smiling and eating.
3 min read
Three practical ways to pass down your legacy of philanthropy
For many high-net-worth families, philanthropy is an important part of their legacy. However, involving the next generation can come with challenges. To successfully involve your children in family philanthropy, consider these ideas.
Dawn Jinsky Wealth Management
Article April 24, 2019 3 min read

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