ChristyNov 18, 20222 minThe Female Face of WealthDemographically, the United States is poised for a massive transfer of wealth in the coming decade. Consider the following: Currently,...
ChristyOct 29, 20222 minEngaging With Affluent Investors: 5 Post-Pandemic InsightsA June 2022 study from Oechsli polled 1002 affluent investors in an effort to understand post-pandemic trends. Five themes stood out...
ChristyOct 6, 20222 minRMD Considerations for Q4 Amid Inflation and a Down MarketWith the official start to fall comes the year-end planning period, which is often a busy time for financial advisors as they help...
ChristySep 9, 20222 minThe Rising Cost of Raising a Family... and what it means for clientsIn 2017, the USDA Expenditures On Children By Families Report projected families would spend $233,610 to raise a child born in 2015...