On Course  ARTICLES

Markets fluctuate, political agendas evolve, and economies can shift almost impulsively. Constructing a long-term wealth plan that can withstand these uncertainties requires foresight, flexibility, and expert guidance. These are our keys to success and the role wealth managers serve for their clients.

Election cycles in the U.S. are not only pivotal moments in our nation’s political history, but they can also have an impact on financial markets and the wealth of citizens. This issue of On Course looks at the various economic impacts of election cycles, the ways in which party policies play a role, and best practices for navigating these waters.

Wealth management is a holistic approach to financial planning that aims to help individuals and families achieve their financial goals and secure their financial future. With this multifaceted strategy, asset management plays a pivotal role. Read on to learn the key functions, benefits, and considerations of asset management in a sound financial strategy.

Many people wish to pass on the wealth they’ve built to future generations to continue their financial legacy. This can be more challenging than it sounds, but a wealth manager can help guide you past the pitfalls that prevent some families from securing wealth beyond a few generations.

Successful business owners are adept at running and growing their businesses, yet many don’t stop to think about what comes after. While an unexpected exit is possible, for most it’s a thought-out process, and there is immense value in having a purposeful exit planned.

Most people are familiar with traditional means of mitigating tax such as contributions to Roth and traditional IRAs. One underutilized strategy is intentional tax loss harvesting, which refers to realizing a loss on an individual investment and turning it into an asset. Keep reading to learn more about this strategy.