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Quarterly Insights: April 2024
The U.S. economy’s resilience to high interest rates continued in the first quarter of 2024. Despite widespread expectations for an economic downturn, 2023 ended on a high note, with 3.2% growth in th...
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Manage Wealth
How to Build Your Financial Skills and Take Your Seat at the Table
A financial toolkit for young adults who want to embrace the power of money and grow their impact. We are living in a time when young people have more...
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Manage Wealth
Beyond Giving Tuesday: How to Make a Giving Plan and Why You Need One
“Every dollar makes a difference.” We’ve all heard it before, but most of us don’t even know where to begin giving that dollar. Stepping into one’s ph...
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Manage Wealth
How to Use Money as an Extension of Your Political Voice
As women across the country head to the polls for the midterm elections, many of us will also have dedicated time and money as candidates, volunteers,...
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Manage Wealth
How to Make a Budget You Can Stick to With the Easy 50/30/20 Rule
Like the little black dress of financial planning, budgeting is one piece of advice that will stand the test of time. No matter what stage of life you...
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Manage Wealth
Women’s Rising Power: More Money Means More Giving
Despite increased focus on women’s empowerment, an essential ingredient for women to succeed is often left to chance: financial competence.
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Manage Wealth
Call to Action: Let's Talk to Our Kids About Money
Give your children money, and they'll usually find a way to spend it. Teach them how money really works, and they can change the world. This modern-da...
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Manage Wealth
The Family Bank: A Strategy for Preserving Wealth
What issue most worries families of means around the world? In our experience, families with significant wealth are focused not only on investment man...
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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
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
5 Ways Your Family Can Create and Build Wealth
When you think of your family, mission statement and strategy are probably not the first terms that come to mind. But, as I explain in my recent book,...
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