Passing wealth to future generations requires thoughtful planning. Here’s how to create a legacy that lasts.

US stocks took a breather from their recent run, with the S&P 500 falling on Friday after reaching another all-time high on Thursday to end the week down -0.3%.

Suddenly managing the finances after a major life change—like widowhood or divorce—can feel overwhelming. With the right guidance and a clear plan, it’s possible to regain confidence and take control of your financial future.

US stocks registered another all-time high on the holiday-shortened week, propelling the S&P 500 to close at 6,279 with a 1.7% gain.

Whether you’re considering an exit in the next year or simply want to be proactive, this checklist will help ensure that your personal financial life is as well-structured as your business operations.

US stocks once again shrugged off geopolitical and economic concerns as the S&P 500 hit a new all-time high on Friday to cap off a 3.5% weekly gain.

Conversations about money are rarely just about dollars. They’re about values, priorities, expectations—and sometimes, unspoken tension. That’s why many families, even financially successful ones, avoid them altogether.

Volatility eased but investors remained anxious without clarity on the expected scope and duration of the fighting between Israel and Iran, prior to the weekend’s development of the US entering the conflict.

Deciding whether to keep, sell, or transition your family business is one of the most important financial choices you'll ever make.

US stocks were trending higher during the week on soft inflation data but pulled back on Friday after Israel launched targeted strikes on Iranian leadership personnel and nuclear enrichment sites.

Additions Advance Firm’s Succession-Focused Strategy by Expanding its Bench of NextGen Talent to Enhance Service Offerings and Client Support

US stocks got a Friday bump from stronger-than-expected jobs data to cap off a solid week of gains, shrugging off a tense debate over the Republican budget bill that included a social media feud between President Trump and Elon Musk.

Keynotes and panels aimed at solving advisor succession, multi-generational client service, and technology innovation.

A values-driven legacy isn’t just about distributing assets. It’s about preparing both your plan and your people to steward what you’ve built.

US stocks slipped late in the holiday-shortened week but still managed to end with gains thanks to strong earnings and hopes that US judges may be able to halt President Trump’s tariffs.

A sudden influx of wealth can be both exhilarating and overwhelming. Whether it comes from the sale of a business, an inheritance, a divorce settlement, or a concentrated equity payout, a windfall introduces a new layer of complexity to your financial life.

US stocks moved lower in weekly trading as the Senate advanced the Republican “Big, Beautiful Bill”, which the Congressional Budget Office warned will add $3.1 trillion to the national debt over the next decade.

A truly effective financial plan doesn’t just aim for growth—it prepares for life.

Stocks pulled off a 5-day winning streak on continued momentum from de-escalation of the trade war and soft inflation data that eased recession worries.