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Lifestyle
Elevated Living: The Costs and Benefits of Hiring a Private Chef
Discover the benefits of hiring a private chef and explore strategies to align this luxury with thoughtful financial planning.
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Lifestyle
So You Want to Be a Pilot?
Becoming a private pilot carries some romance, danger, excitement and joy. It can also consume a lot of time and money. Learn some key financial…More
Lifestyle
How to Decide on Travel Insurance
As you plan your international vacation in a COVID-pandemic world, give some thought to travel insurance. Learn more about which coverages are essential and what…More
Lifestyle
The Amazing Power of Comic Book Collections
Collecting comic books is fun. But if you’re looking at them as an investment, learn what you need to do to take care of them…More
Lifestyle
3 Keys to Curating a Cool Car Collection
Owning a car collection is fun and may be an investment, but it’s also an expense and an asset that should be carefully considered as…More
Lifestyle
Appraising Dad’s Coin Collection
When sorting through a loved one’s estate after they die, be sure to factor in the full value of what they left behind — including…More
Lifestyle
A Guide to Making a Brilliant Jewelry Purchase
Jewelry is often given for special occasions and holidays, like Valentine’s Day. How do you make sure your money is well spent when buying luxury…More
Lifestyle
Bright Idea: Your Guide to Going Solar
From reducing your carbon footprint to saving money in the long run, converting to solar electricity has many benefits. Find out what you need to…More
Lifestyle
How to Ensure Your Vacation Home Feels Like a Vacation
Your dream vacation home is meant to be a place of fun and tranquility for generations. Don’t let legal issues and family squabbles get in…More
Lifestyle
What’s a Better Gift Than a Grand Wedding?
As a lavish wedding can easily surpass $100,000, see other ways to celebrate this important chapter in your child's life, while also saving on gift…More
Lifestyle
Tips for Buying Your First Vacation Home
Have you reached that point where you're seriously considering buying that dream vacation home? Whether it be a luxury villa in Italy or a family…More
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Meet the Authors
John Allen
Chief Investment Officer, Partner
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Phil J. Kastenholz
Director in Investment Strategy & Research, Partner
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Marc Castellani
Managing Director in Private Investments, Chair of the Board of Directors, Partner
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Teresa Greenip
Senior Manager in Wealth Management, Partner
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Mary Ellen Krueger
Director in Wealth Management, Partner
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David Grecsek
Managing Director in Investment Strategy & Research, Partner
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Stephen Kawasaki
Senior Manager in Investment Strategy & Research, Partner
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Nayan Lapsiwala
Director in Wealth Management, Partner
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Lina Sanchez
Senior Manager in Wealth Management, Partner
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Jan Vega
Director in Wealth Management, Partner
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Jason Shemtob
Director in Wealth Management, Partner
Phil J. Kastenholz CFA®, CPA
Director in Investment Strategy & Research, Partner
