How does managing total net worth increase an investor’s value?

High net worth individuals often have complicated financial lives. As the individual pieces become more and more complex, the total picture becomes difficult to keep in focus, and varying strategies can actually work at odds with one another. Eventually the purpose of each account can become obscured or even forgotten. In this issue of Worth Magazine, Darby Armont explores how avoiding such issues requires a team of professionals who understand your total net worth and can plan accordingly for both short- and long-term goals.

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What are the best strategies for managing volatility?

All investments experience volatility. And whether changes in value occur slow or fast, one thing you can be certain of is that volatility is difficult to predict. Still there are methods to manage these shifts when properly planned. In this issue of Worth Magazine, Brooks Slaughter addresses planning strategies to maximize returns even while living through uncertainty.

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What added value should you expect from your financial advisor?

After more than two dozen years of experience serving families and businesses with uniquely complex wealth situations, we can state with high confidence that what most wealthy people should look for from their advisor is a trusting relationship.

In this quarter’s issue of Worth Magazine, Bob Tabor discusses the added value of trust and how it can cost you when trust is not present.

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What are the most important planning considerations for single people?

A well-constructed financial plan is essential regardless of one’s relationship status. However, navigating life as a single person is different than it is for couples and requires different areas of focus in financial planning.

In this quarter’s issue of Worth Magazine, Amy Kothmann defines four key areas that single individuals should pay close attention to during their wealth planning process.

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Do you have plans in place to manage cognitive decline?

While cognitive decline is a broad phrase, it is very important to recognize any symptoms – such as making poor financial decisions or falling victim to financial fraud. In fact, declining ability to make or understand financial decisions is often one of the first recognizable signs that something is wrong.

It’s not an easy assignment but creating a plan today could alleviate even greater headaches in the future. Here are some of the steps we recommend you take.

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How do you create a business that achieves high client retention rates and profitability?

When my father started Richard P. Slaughter Associates in 1991, he felt strongly that delivering wealth-management advice and services in an environment of integrity and graciousness would ensure long-lasting success. Over the years, we’ve discovered several business practices along these same principles that generate the kind of employee buy-in necessary to achieve this kind of success.

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