Category Archives: OnCourseArticles
Beyond Family Office: Delivering Sophisticated Wealth Management Without the Extravagance
When most people think of the term “family office,” they picture billionaires with private jets [...]
Cybersecurity and Your Wealth — 5 Ways to Protect Yourself
While you may already have safeguards in place, cybercriminals are increasingly targeting affluent people not [...]
Preparing Your Wealth for Possible Tax Reform
As conversations around potential tax reforms continue — especially concerning capital gains, estate taxes, and [...]
Enhancing Wealth Management Experiences Through Innovation
When it comes to managing your financial success, innovation is essential. A skilled wealth manager [...]
The Value of Alternative Investments for High-Net-Worth Investors
Bolstering the diversification of your portfolio is always beneficial from the standpoint of mitigating risk [...]
Safeguarding Your Financial Plan Through Market Downturns & Life’s Surprises
In the world of investing, market volatility is a certainty. Economic cycles impact financial markets, [...]
Navigating Financial Uncertainties with Resilient, Long-Term Wealth Plans
can shift almost impulsively. Constructing a long-term wealth plan that can withstand these uncertainties requires [...]
Understanding Election Cycles and Their Impact on Wealth and Markets
Election cycles in the U.S. are not only pivotal moments in our nation’s political history, [...]
Wealth Management and Asset Management
This article was co-authored with James Sherrard. Wealth management is a holistic approach to financial [...]
Ensuring Wealth Lasts for Generations
Many people wish to pass on the wealth they’ve built to future generations to continue [...]