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Wealth Planning
4 Things to Think About Before Retiring from the C-Suite
For top executives, thinking about what you will do in your later years is essential to having a sound financial plan and being emotionally prepared…More
Wealth Planning
Foundational Elements: Speculator or Investor?
Investors hold U.S. equities expecting periods of low returns. Speculators tend to operate under FOMO, the fear of missing out. Read how Sir Isaac Newton…More
Wealth Planning
The Key to Giving Illiquid Stock
Donating illiquid stock and other assets is a great way to support your favorite charities and save taxes. But it’s more complicated than giving public…More
Wealth Planning
Making It On Your Own: Insurance
Even when you have it all figured out, life can throw you a curveball. That’s why insurance is important to minimize the impact of the…More
Wealth Planning
Avoid Roadblocks on the Safe Route to Retirement
Keeping most of your money in cash or a single stock can be riskier than you may think. Read about how a diversified strategy helped…More
Wealth Planning
Third Quarter 2017 Insight
The U.S. stock market continued to fly high in the third quarter. However, similar to 1999, the current market value of the S&P 500 appears…More
Wealth Planning
Freeze Assets in Your Estate Before a Liquidity Event
Planning before acting often results in many benefits. This can be especially true when you’re facing a liquidity event like the sale of a business.…More
Wealth Planning
Making It On Your Own: Investing
When you’re young, you’ve got amazing dynamics on your side to start investing for retirement or longer-term goals. Get empowered to invest by learning the…More
Wealth Planning
Avoid Liquidity Event Tax Traps
Frequently, new clients come to us asking for help managing their money after they’ve received a huge payout from a liquidity event at work. If…More
Wealth Planning
Making It On Your Own: Credit
Credit is a fact of life in America. It’s easy to get and easy to use. But how you use credit will impact your finances…More
Wealth Planning
Should You Name a Relative as Trustee?
Serving as trustee to a family trust is a major responsibility. Learn about the pros and cons of choosing a relative to manage the trust…More
Wealth Planning
Estate Planning Checkup: 3 Questions to Ask Annually
Think you have a solid estate plan in place for your heirs? If it’s been a while since you established it, it’s probably time for…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
