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The holistic wealth viewpoint

Hiker standing on a mountain looking at a sunset.
45 min watch
2021 Wealth Management Virtual Summit

The Wealth Management Virtual Summit features an expert financial commentary, a tax planning roundtable discussion, and a timely economic and market outlook.

Jim Baird Wealth Management
Webinar Tuesday, Oct. 26, 2021; 1-1:45 p.m. EDT | Wednesday, Oct. 27, 2021; 1-1:45 p.m. EDT 45 min watch Upcoming
Business professional walking down a flight of stairs holding a briefcase.
3 min read
Overwhelmed by trustee duties? An agent for trustee can help

Being a trustee is a pivotal — and at times stressful — role in the success of an estate plan. It involves investment planning, back-office trust administration, and complex decisions around distribution of funds. Here’s how an agent for trustee can help.

Jonathan S. Grossman Wealth Management
Article September 2, 2021 3 min read
Business professional in a home office using a laptop computer.
4 min read
Financial independence roadmap: Your personal balance sheet

Managing your personal finances over the long term starts with your balance sheet. This tool will help you get organized, make smart decisions, and maximize your wealth over time.

James Hankenhof Wealth Management
Article August 5, 2021 4 min read
Couple sitting at a kitchen table reviewing information on a notepad.
4 min read
Life insurance: Update on cancer, diabetes, COVID-19, and marijuana use

Years ago, certain diseases or marijuana use would have been instant impediments to reasonably priced life insurance. Today’s medical advancements, current actuarial mortality expectations, and evolving social norms have changed that. Here’s what you need to know.

Christopher Harper Wealth Management
Article August 5, 2021 4 min read

Deep dive: The holistic wealth viewpoint

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