In our final contribution to the Worth Leading Advisors video series, Darby and Brooks discuss the multitude of complexities that many high net worth families and individuals can face and the challenges that can develop when the varying assets and investments are not managed in a holistic fashion.
In our third contribution to the Worth Leading Advisors video series, Brooks and Bob provide additional commentary to the challenges of managing volatility and the early planning necessary to ensure long-term success when investments are seemingly less predictable.
As part of Worth Magazine’s Leading Advisors 2019 video campaign, Bob Tabor and Amy Kothmann share some of the hidden benefits that can be gained by having a close relationship built upon trust. Bob and Amy also offer some tips for discovering whether or not your advisor relationship is set up to deliver the type of service you deserve and your portfolio needs in order to meet your goals.
As part of Worth Magazine’s Leading Advisors 2019 video campaign, Darby Armont and Amy Kothmann discuss some of the unique challenges that face wealthy individuals as opposed to couples. From tax strategies to long-term healthcare, individuals face both planning challenges and opportunities that require special attention.
Slaughter Associates Vice President, Bob Tabor, provides a quick look at the topics covered throughout the video series plus offers an update on Richard P. Slaughter Associates and your team of wealth advisors, as well as an approaching milestone for our Golf for Charity Classic.
Slaughter Associates President, Brooks Slaughter, addresses three major items influencing investments. Brooks also looks at causes of market volatility and how Slaughter Associates prepares and responds on your behalf.
Slaughter Associates Director of Financial Planning, Amy Kothmann, gives strategic insights on the need and value on health care and long-term care planning. Amy also provides planning notes on various gifting strategies.
Slaughter Associates Vice President, Darby Armont, takes a dive into financial planning and the various strategies for family considerations such as caring for aging parents, setting up documents, wealth transfer, and more.
Vice President Darby Armont visits with Worth Magazine to discuss the complex wealth issues that face many business leaders – from ownership positions and stock options to deferred compensation and large retirement accounts, plus other issues that require special considerations.
Slaughter Associates President, and CEO, Brooks Slaughter, discusses the value of a “family CFO” when working with business owners to plan their personal wealth goals and dreams for both near term and life beyond the transition of their company.
Director of Financial Planning, Amy Kothmann, sits down with Worth Magazine to discuss the importance of coordination among service providers when it comes to financial planning, and the value of an advisor as the “financial quarterback” of the entire team.
Slaughter Associates VP, Bob Tabor, looks back at successes of 2017, recent advancements within the company, and the positive effects it will all have in our ability to better serve you. Bob closes with a peek at new technology and client access services on the horizon.
Slaughter Associates VP, Darby Armont, discusses a broad range of economic factors that we closely monitor and consider when helping you be informed and make sound financial decisions. Some of the topics covered include Economy and Markets, Volatility and Market Corrections, and Tax Law Changes.
Slaughter Associates President and CEO, Brooks Slaughter, takes an in-depth look at fundamental data of both domestic and international stock markets, as well as what conditions are cause for concern and which are not.
Slaughter Associates Investment Analyst, James Sherrard, reviews the most recent market correction and provides understanding into the differences between Market Pullbacks, Bear Markets, and Market Crashes. James also addresses market corrections in Bull Markets, and market corrections over the last 40 years, plus how we prepare you and your portfolios to manage such corrections.
Through Worth Magazine’s Leading Advisors program, Slaughter Associates Vice President, Bob Tabor, addresses a growing issue among high net worth clients — a service plan that does not meet the needs of the individual’s wealth. Hear how a comprehensive wealth plan does exist for affluent families caught between mass investment management and a family office.