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The Past, Present, and Future of Planning

Demystifying wealth management as planning becomes ultra-personalized and financial technology disrupts old...
By Robert Dalie | The Summa Group of Oppenheimer & Co. Inc

Maximizing Your ­Philanthropic Impact

Create the structure needed to transform and execute your vision and legacy
By Brian Werdesheim | The Summa Group | Oppenheimer & Co. Inc.

Using Philanthropy to Create a Tax Controlled Exit From Your Life’s Work

Rich Schuette, wealth manager at Avalan, discusses making the big exit from the work world easy and...
By Rich A. Schuette, CFP | Avalan

Sir Isaac Newton and the Madness of the Stock Market

Larry Schnaid, SVP and Senior Portfolio Manager of UBS Financial Services Inc., breaks down investor's...
By Larry Schnaid | UBS Financial Services Inc.

Artificial Intelligence’s Potential Impact on the Investment Management Industry

Robert Dalie explores the pros and cons of AI’s growing role in the finances that run our lives
By Robert Dalie | The Summa Group of Oppenheimer & Co. Inc

Knowing and Understanding Inflection Points

Larry Schnaid of UBS on the current state of U.S. monetary policy
By Larry Schnaid | UBS Financial Services Inc.

Demystifying the Virtual Family Office

Identifying the keys to maximizing the effectiveness of a Virtual Family Office
By Robert Dalie | The Summa Group of Oppenheimer & Co. Inc

Learning Resilience From Failure

For many business owners, failures are not the end of the road. Instead, they tend to be inflection points...
By Michele L. Havens | Northern Trust

Data Overload

How new media has created an overt fear of the future for investors
By Jonathan Hodge | UBS Financial Services Inc.

How To Enjoy Your Money

A two part examination of how to find balance between spending and saving
By Justin Krane, CFP | Krane Financial Solutions

Race to the Bottom

Major world economies are devaluing their currencies by printing and creating money in an attempt to...
By Alan Hopkins | Manchester Financial

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