Make sure that what you're planning next fits your wealth management plans. Get the tips and insights to help.
Books for Your 2024 Holiday Reading
The holidays are a great time to catch up on your reading, whether you’re relaxing at home, skiing in the mountains, or recharging any other place where you get away. But while a good thriller or romantic novel is always a solid choice, so is a well-written book that helps develop our skills or expand our knowledge of the world. We asked our Wealth Institute team to help us curate the perfect holiday reading list for 2024. Here are the books they thought you might enjoy.
The Doctor Will See You Now
Just as health care adopted AI for patients, the wealth management industry is embracing the technology for your financial wellness.
Books and Podcasts for Your 2024 Summer Reading and Listening
Summer is a great time to catch up on your reading or podcasts, whether at the beach, the mountains, or any other place where you get away. But while a good thriller or romantic novel is always a solid choice, so is a well-written book or well-honed podcast that helps develop our skills or expand our knowledge of the world. We asked our Wealth Institute team to help us curate the perfect summer reading and listening list for 2024. Here are the books and podcasts they thought you might enjoy.
How to Prepare for the Financial Implications of a Divorce
Sometimes divorce is a necessary step but it is often accompanied by a web of financial implications and complications that extend beyond the initial division of assets and debts. Understanding these intricacies is essential to making informed decisions that safeguard your financial well-being during and after this challenging period.
Preparing for Parenthood
So, you're about to become a parent. Congratulations! Parenthood may be one of the most rewarding experiences you'll ever have. As you prepare for life with your baby, here are a few things you should think about.
ARMs Can Give You a Leg Up on Buying a Home but Beware of the Reset
One of many mortgage options available to borrowers is an adjustable-rate mortgage (ARM). An ARM can potentially save borrowers a significant amount of money during the initial rate period when compared to a fixed-rate loan.
Expecting the Unexpected in the Loss of a Spouse
The unexpected death of a family member is an emotional, vulnerable moment for families, who must subsequently address how they will move forward without their loved one.