Latest Articles

The five most important wealth management lessons from the super-rich

Russ Alan Prince •
business man working and looking on the street

According to John Bowen, co-founder of BSW Inner Circle and co-author of Elite Wealth Planning: Lessons from the Super Rich, “When it comes to wealth management, following in the well-worn path of the super-rich can enable successful people to significantly increase and protect their wealth. There are a number of lessons people striving for greater


Year-end money moves: dos and don’ts

Holly Johnson •
The Simple Dollar
December 31st. Day 31 of month, calendar on workplace background. New year at work concept. Winter time. Empty space for text

The end of the year is a time when many of us reflect on our annual goals. If you decided 2017 was the year you’d build rock-hard abs, for example, you might be glancing down to see if you achieved the washboard belly you were going for. If you wanted to lose 20 pounds, on the other hand, it’s not


Eight ways to increase employee engagement this holiday season

Katie Edwards •
Pretty pink

It’s December and the holidays are fast approaching. Whether you celebrate Christmas, Chanukah, Kwanza, Yule, or any other holiday, it’s great to get into the spirit and. Here are eight ways to improve employee engagement this season. 1. Set up holiday decorations. Depending on what your employees celebrate, spread some seasonal cheer by adding decorations


Millennials are driving a change in how the super rich invest their money

Varada Bhat •
Business Insider
Millennials are driving a change in how the super rich invest their money

Nearly one in three family offices were engaged in sustainable and impact investing in 2017, with nearly half of them planning to increase their investments in the next year. Family offices are private offices that manage the wealth of ultra-high-net-worth investors. According to a survey by UBS and Campden Wealth, 39% of respondents projected that when


Amazon makes a move into small business

Daniel B. Kline •
The Motley Fool

For many businesses, Amazon (NASDAQ: AMZN) operates as both a competitor and a partner. The online giant offers a platform for companies to sell their goods while it also competes with the same companies it works with. Now, the digital retailer has launched Amazon Storefronts, a new “store” that exclusively sells products from small and