We’ve updated our fee structure to better serve the unique needs of BigLaw attorneys. By moving from Assets Under Management (AUM) to a flat fee, we reduce conflicts of interest and price based on complexity, not just your portfolio size. Here is why this matters for your wealth.
Have you noticed an uptick in ads for high-yield savings accounts and mortgage refinancing? It's no coincidence. The Federal Reserve's recent rate cut has kicked marketing into high gear. But before you act, understand the hidden tax implications of HYSAs and explore the powerful opportunity that mortgage refinancing presents for homeowners. This guide breaks down what you need to know.
New equity partners often face higher expenses and unpredictable income—right when they’re making permanent financial decisions. Here’s how one attorney got ahead of the stress with a thoughtful financial strategy.
What if your “diversified” portfolio isn’t really diversified anymore? A modern approach may help high-income professionals protect and grow wealth more effectively in today’s market environment.
Have you noticed an uptick in ads for high-yield savings accounts and mortgage refinancing? It's no coincidence. The Federal Reserve's recent rate cut has kicked marketing into high gear. But before you act, understand the hidden tax implications of HYSAs and explore the powerful opportunity that mortgage refinancing presents for homeowners. This guide breaks down what you need to know.
Today, I had lunch with an old friend. Our conversation quickly centered around some of the things we are dealing with within our respective families, conversations that many of our contemporaries can probably identify with when it comes to aging parents.
We both acknowledged that we have arrived in that time of our life, and I mentioned that I see it within my client base as well. Things are changing, and people our age are finding themselves becoming more involved in the care of their parents, or even siblings, and it’s happening as Hemmingway put it, “Gradually and then suddenly.” ***
