We can all realize amazing results when we ask good questions and then listen well. Many of the most successful people use thoughtful questions to build trust and rapport with others to generate great outcomes. This month’s Flash Report spells out how to engage in insightful questioning.
Many successful families use trusts to minimize taxes, transfer wealth and protect assets from creditors and others. However, some families relinquish more control over their trusts than they need to, potentially put their goals at risk. This month’s Flash Report sets out three options for ensuring control of a trust.
Certainly, none of us ever wants to face a medical crisis. However, it’s quite likely that you or a loved one will someday receive a serious health diagnosis. When that happens, it’s important to know what to do.
It’s safe to say that just about all of us wants to enjoy a great quality of life and be happy. We are pleased to deliver this month’s Flash Report, It’s Time to Get Serious About Your Happiness. It provides a practical three-step process that can help most anyone can use to become happier—something we can all use these days. It’s Time to Get Serious About Your Happiness
Tuning Out the Noise takes viewers on a journey through the “lost decade,” featuring the media’s amplified coverage of headline events and pointing to the positive outcome that a disciplined investor could have experienced in the recovery.
April Thought Leadership: As a successful person, you know the important role negotiations can play in your business, your job or your everyday life. That’s why we are happy to bring you this month’s Flash Report, To Get the Moon, Ask for the Stars. It sets out a commonsense approach to negotiating that can help you get the results you want and, perhaps just as important, leave everyone feeling good about the outcome.
This morning, President Trump signed into law the most sweeping set of tax law changes in over 30 years. It’s going to take some time to digest it all, but there are a few things we do know. We are getting lots of questions on what can be done this year, and candidly, there aren’t many. Even the few things that can be done, for many it may not be viable, and in every case, we encourage you to contact us directly, as well as your tax professional. I have seen over a dozen scenarios just today, where a client wanted to do something they were told would be a good idea – from a “professional” that didn’t know them – that simply would have been a bad move for the individual. Beware the opportunists! We are here to answer questions as well and can help you figure out if that marketed strategy is going to be possible. One of our trading partners (Fidelity) has provided what I think is one of the better quick and easy guides to the big picture stuff. I’ve copied it here. We have more detailed breakdowns that will continue to be added to as things become clearer and will be discussing with all of our clients during 1st quarter reviews. Enjoy the read as well as the spirit of the Holidays with your families!
After reading this mornings Wall St. Journal and seeing how passive investing/indexing bests more than 90% of the Active managers out there OVER 15 years, it’s no surprise my email box if full of emails from the Active’s suggesting “tailwinds approach” their strategies.