Blog

On January 23, the Fair Isaac Corporation announced the pending release of its new scoring system, FICO^® Score 10 Suite.

Many extremely wealthy people have a much better handle than others on a key concept of success: the long game.

Most of us know that the income we derive from long-term capital gains—profits on the sale of an investment or other asset that we have held for at least a year—is taxed at a different rate than our ordinary income.

Most of us enjoy finding a low- or no-cost solution to some annoying situation or repair need around the home or office.

Every kid knows that when you’re jumping into a pool full of cool water, there’s only one way to do it: “Cannonball!” You grab a deep breath, take a flying leap, and hit the water all at once.

The Holidays are a time of tradition and giving. For 17 consecutive years, we have offered to make contributions to charities in honor of our clients instead of sending gift baskets during the Holiday Season.

As we noted here previously, since late last spring, Congress has been considering significant updates to the laws governing certain retirement plans.

Reclaim your time and energy to live your best life

Each of us has just 168 hours per week to accomplish our tasks and goals—at work, at home and out in the world. If you feel like you spend too much of that time on things that don’t add value to your life, you’re not alone.

An abundance of research from psychological and sociological researchers suggests the truth of a piece of common wisdom: money really does not buy happiness—after a certain point.

In our work with family estates, we often hear concerns, expressed either directly or indirectly, about the commitment of “the kids” to charitable and philanthropic goals that are important to our clients. Typically, these are folks who have done well, and giving back to others is a core value for them.