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Fine-Tuning Your Portfolio: How to Build a Smart Portfolio Through Factor Investing When building wealth, having a diversified portfolio tailored to one’s goals is essential. And with the right investments and long-term mindset, high-net-worth investors can create a portfolio to help them achieve all their financial goals and more. But to do so, they need…

Taxes can be complex and scary, but they are also one of the most impactful areas of financial planning. That’s because, unlike other areas of planning like insurance, investments, or estate planning, tax planning typically has an immediate and tangible benefit—you save money in taxes and benefit from those savings immediately. And, for high-net-worth families…

Financial Power Couple: 5 Tips for High-Net Worth Couples to Communicate Effectively About Finances In any relationship, money can be a difficult subject to navigate. But for high-net-worth couples, the stakes are even higher. Effective communication is essential for managing wealth and achieving financial goals together. High-net-worth couples have unique financial needs, concerns, and goals…

As a physician, you understand the importance of having an effective strategy for managing your finances and investments. And with a portfolio management strategy that is tailored to your individual needs, you can create financial security over the long run, allowing you to focus on other important priorities like your patients, your medical practice, and…

Financial decisions are some of the most critical decisions an entrepreneur can make. The ramifications of these decisions can often be profound and long-lasting, with both personal and professional repercussions. For this reason, it’s essential to be aware of the potential risks involved when making financial decisions. In today’s world, we are often bombarded with…

As your net worth increases, the complexity of your financial situation increases as well, making a capable financial advisor crucial to your financial success. If you are a high or very high-net-worth individual, finding a financial planner that specializes in providing personalized advice is essential, but not always easy. While some financial tactics and strategies…

Small Business Owners: What Are Your Options When It Comes to Retirement? For small business owners, retirement planning can be complex and daunting. That’s because there are many factors to consider, such as how much you need to save, when you can retire, whether you can sell your business, and what type of retirement account…

Financial Strategies to Make the Most of Your High Income as a Physician As a physician, you have a lot of responsibility—both to your patients and to your own financial situation. That’s why it’s so important to ensure you’re making the most of your high income. And fortunately, with some careful financial planning, you can…

Using Your Wealth to Live a Life Free From Regret In Bill Perkin’s book, Die With Zero, he challenges readers to do all they can to extract the maximum amount of value from their money during their lifetime. His book is specifically written for high-net-worth individuals and families who will likely leave a sizable inheritance…