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Without the usual financial pressures of family wealth, how do you teach your children about money, work, and personal responsibility? Because the stakes are high at this point in your family journey, this article by NEPC recommends starting with the family fundamentals and a sense of purpose for the wealth. It further outlines a reliable 1-2-3 str...

Research has convincingly shown that having diversity of opinions and backgrounds is positively correlated with better decision-making and long-term results. In this two-part series, a deep dive looks at what it means to incorporate diversity, equity, and inclusion (DEI) into your investment program. First, we lay out why DEI initiatives are rapidl...

While implementing diversity, equity, and inclusion (DEI) has benefits in all walks of life, the investment marketplace is a highly impactful arena for driving DEI outcomes. After the first part of this series on DEI initiatives leading to better performance, a case is made for how pursuing the DEI effects is both a compelling and necessary strateg...

Seasoned investors know that you cannot predict the future of the markets. But smart private wealth managers know that the key to preserving and growing wealth is to anticipate critical trends that are likely to have a lasting impact. Where trends are concerned, 2024 has a lot brewing around the geopolitical conflicts, the explosion of artificial i...