Wealth Management
The holistic wealth viewpoint
1 min read
Five ideas for managing personal wealth during COVID-19
The COVID-19 pandemic is prompting investors to think about how to best manage personal wealth and finances and to prepare for future crises. We offer five key ideas.
4 min read
Life settlements: Should you sell your life insurance policy?
As investors search for yield, and current tax laws make life settlements potentially more attractive, this may be a good time to consider selling your life insurance policy. Is a life settlement for you? Here's what you need to know.
4 min read
Independence and objectivity: What incents your investment advisor to act in your best interest?
When it comes to choosing an investment advisor, independence and objectivity are crucial. Is your “independent” advisor fully aligned with your best interests? These five factors can reveal the answer.
4 min read
Create a legacy of giving: Engage family members in your donor advised fund
Have a donor-advised fund? A family philanthropy board helps engage loved ones and strengthen your family’s legacy of giving. Our experts explain via American Endowment Foundation.
Deep dive: The holistic wealth viewpoint
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