What would you do if you became wealthy in the blink of an eye? With sudden wealth can come challenges. Preparation for what happens when your financial situation changes is critical.
Socially responsible investing, or “impact investing” is a way to combine your commitment to social and environmental goals with your personal financial goals.
David Witter shares advice for family stewards looking to stress test financial plans to ensure a prosperous future for their loved ones.
A strong estate plan starts with a solid foundation, and that begins with wills and trusts. Do you have a will? Do you know the difference between a will and a trust?
Medical science finds new ways to preserve our health and prevent disease. Are you familiar with the latest longevity advancements?