Wealth Transfer
Are You Planning for Generations?
It used to be that as a financial advisor you were doing great if you worked with your client, planned a good…
Wealth Transfer Rises to $68 Trillion!
The U.S. wealth transfer number has gone up. As recently as early fall of 2018, the going number for the Great Wealth…
The Failed Bloom of the Astors
Flowers only last for a season. Such was the case of the Astor family. John Jacob Astor was born in 1763 in…
Donor Advised Funds and Ministries!
There’s a new day coming for donor-advised funds. For nearly 18 years, the Servant Foundation affiliated with the National Christian Foundation. Over…
Advisors, Will You Lose Your Clients?
A recent issue of Investment News pointed out a shocking statistic: 66% of children fire their parents’ financial advisor after they receive…
4 Questions on My View of Wealth
For the next several weeks, I’m writing a series of blogs on “4”: 4 questions, 4 things, etc. Read the entire series….
17 Years and Still Counting—The Way of Living Generously
On June 1, 2000, I had my first day on the job at The Signatry. At that time, we were known as…
Why 70% of Wealthy Families Will Lose their Money with the Next Generation
A recent article in Money magazine tells of the difficulty of holding on to wealth in the second generation. Stephen Lovell, a…