Insight Check: Which Group Comprises The Largest Part Of The “Super-Wealthy”?*Baby BoomersGeneration XersMillennialsCorrect! A Spectrem Group report finds that millennials make up the largest share of investors with more than $25 million. Incorrect. The correct...
Consider These 11 Reasons To Start Estate PlanningPart 2When we’re younger, we tend to focus first on taking care of ourselves, whether it’s personally, professionally or financially. Life changes, and so do our priorities. Sometimes, it’s when we have children; at...
Consider These 11 Reasons To Start Estate PlanningPart 1 When we’re younger, we tend to focus first on taking care of ourselves, whether it’s personally, professionally or financially. Life changes, and so do our priorities. Sometimes, it’s when we have children; at...
Some of us remember a time when an unanswered phone call meant waiting. Not today: we simply turn from the phone to text, or to email, or some sort of messenger. We live in an era where it seems we have endless ways to communicate and interact.Last week, we asked you...
Through the past months, we’ve noticed a growing influence of national firms setting up local offices and offering their brand of wealth management.You’ll hear them tout the word “team,” but for those advisers, “team” means people far removed from the Wisconsin...
