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Manage Wealth
What's All the Fuss about a Fiduciary Standard?
Much has been written in the last couple of years regarding the “fiduciary rule” rekindled by the 2015 announcement by the Department of Labor (DOL) o...
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Manage Wealth
Cybersecurity Breaches
As you've probably already heard in the news, 143 million American consumers' personal information (including names, Social Security numbers, birth da...
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Manage Wealth
Yearend Charitable Giving Tax Planning
As we approach yearend, charitable gift planning becomes more crucial as the deadline for making a current year gift draws near. The year of the gift ...
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Manage Wealth
The Family Mission: What Does It Mean to Be Us?
"What about our family do you value most and hope never changes? "
This is one of several questions a family might ask itself as part of a process to...
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Manage Wealth
Real Estate Refresher: Helpful Tax Provisions in California and Beyond
Homeownership has long been touted as a key contributor to personal wealth. Indeed, over time there can be great benefit to investing in real estate a...
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Manage Wealth
Making Withdrawals from IRA Accounts
The purpose of this article is to describe IRA withdrawals for a typical retiree. It is not meant to be a comprehensive review of the subject, or to o...
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Manage Wealth
Family Wealth: Mentoring the next Generation
Famous people often credit mentors with helping them succeed. The terms coach and mentor are often used interchangeably, but the two have different re...
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Manage Wealth
New Retirement Regulations Mirror Long-Standing Clifford Swan Principles
On April 6, 2016, the Department of Labor issued new regulations that affect both retirement investors and advisers and provide for sweeping change wi...
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Manage Wealth
Social Security Rule Changes
With the passing of Bipartisan Budget Act last November, the Social Security “file and suspend” and “restricted application” strategies we discussed i...
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Manage Wealth
2016 Tax Guidelines on Gifts
Tax-Free Gifts
Every individual is entitled to gift up to $14,000 (unchanged since 2013) per year to any other individual(s) free of federal gift tax...
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