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Quote Of The Week: Connecting With The Next Generation

“59% of investors believe their children and grandchildren should meet their financial advisor by the age of 25.” Spectrem Group, a Chicago-based research firm specializing in wealthy investor psychology and behavior, “$25 Million Plus Investor Report,” April 2021   Does that quote surprise you? The truth is that as many of America’s well-off baby boomers age, their thoughts turn to […]

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More Wealthy Investors Consider Relocating to Low-Tax States

The growing tax burden at the state and local level is getting the attention of wealthy investors, and not in a good way. Years ago, only about one-quarter of high-net-worth investors contemplated relocating and changing their residence to low-tax or no-tax states to cut their tax bill. Now, that number is almost one-half, says the […]

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