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While most indicators predict a healthy economy in the near future, the inevitable downturn lurks ominously on the horizon. In addition, tension with Russia and China, as well as the threat of renewed violence in the Middle East creates warranted anxiety among investors. Certainly the landscape of risks investors and family offices face continues t...

Going on the internet can put your devices and personal details at risk from unexpected online threats like malware and ransomware. Learn about the threats and see some internet safety tips to help keep your devices and data safe when you browse online.

The more we use social media to share updates, pictures and videos with friends and family, the easier it can be for cybercriminals to steal our information. See how you can use social media safely to protect yourself and your private information from cybercriminals.

Charitable giving used to predominantly exist as a transaction, but it has evolved into a philanthropic relationship rooted in long-term impact goals for all generations—from Boomers to Millennials. Whether you’re a person looking to give or an advisor to one, it’s helpful to understand generational giving motivations an...

With an array of charitable giving options, it's important to understand how each gift could affect your annual deductions. Here's a quick guide to tax deductions, out-of-pocket deductions, and required substantiation. For the individuals and families looking to go beyond the standard donation, there are a few alternate options wi...

Whether the goal is to improve a local community or support a more far-reaching cause, charitable giving is an important goal for many investors. From donating cash to establishing a donor-advised fund or a private foundation, there are a variety of ways to support the causes that matter to you. If deciding between establishing a donor-advised...

Roughly 15% of ultra-high net worth individuals worldwide rely on private aircraft for most personal and business flights. When weighing your options on aircraft ownership, there are pros and cons that should be considered. It's also important to know the key players to help you navigate the selection, purchase, management, financing, and dispositi...

Cybercrime has become more advanced over the years, but the level of sophistication could take a quantum leap forward with the explosive growth of generative artificial intelligence (AI) that can easily mimic a real person’s voice or create a scam website that looks exactly like a real one. The threat is keeping security professionals up at night. ...

Building and running a successful business can be hugely rewarding, both personally and financially, but it comes with unique challenges and risks that require the business owner to be prepared for the unexpected. A solid business plan is perhaps the best line of defense against unforeseen events that could derail a business. A close second is insu...

Both your physical health and your financial well-being are connected to good habits and hard work. While good habits can help prevent negative health events, nothing is guaranteed. It’s important to have plans in place to mitigate the stress that can result from a change in your physical or mental condition. Along with addressing your long-term ca...