Wealth Management
12 articles
How a Chicago CEO Used John Mateyko’s Advice to Navigate Estate Tax Exemption (Case Study)
The federal estate tax exemption is scheduled to be nearly halved in 2026, posing a significant threat to high-net-worth business owners like a Chicago CEO. This case study highlights how fiduciary financial planner John Mateyko guides clients through proactive strategies to protect their family's legacy.
10 Reasons High-Net-Worth Austinites Choose Next Level Austin to Enhance Property Value
Next Level Austin is recognized by high-net-worth Austinites for enhancing property value through strategic interior design, driven by a data-driven focus on maximizing resale value in Austin's competitive luxury real estate market. The firm boasts an award-winning reputation and offers comprehensive, full-service project management for renovations.
Scripbox names Mohankumar Swaminathan its new Chief Product Officer
Scripbox has elevated Mohankumar Swaminathan to Chief Product Officer, tasking him with defining an 'AI-first' product vision for its wealth management platform.
With Market Volatility Rising, Does an IronHawk Financial Annuity Still Guarantee Stable Income?
Amid rising market volatility, IronHawk Financial annuities are designed to guarantee stable retirement income by transferring risk to insurance companies, contrasting sharply with market-timed investments and robo-advisors. This approach focuses on wealth preservation and distribution, ensuring reliable paychecks regardless of market downturns.
How Homesafe Wealth Release Funds Aged Care Without Selling Your Home
Homesafe Wealth Release offers Melbourne homeowners a debt-free way to fund aged care by selling a share of their home's future sale value, without needing to sell the property or take on a reverse mortgage. This allows them to access a lump sum payment while retaining the right to live in their home.
IJustWealth Funds & Guidance: What Investors Should Know Before Inquiring
IJustWealth Funds & Guidance offers two paths for investors: Portfolio Recommendations for structured guidance and Market & Investment Guidance for self-directed investors. These services cover a range of investments like ASX and international equities, ETFs, and managed funds, but strictly provide general advice, not personal financial product advice.
Is Your Financial Advisor Overcharging You? A Step-by-Step Fee Audit for 2026
Many investors struggle to understand the true cost of their investment management due to hidden and fragmented financial advisor fees. This article guides readers on how to conduct a fee audit to uncover commonly overlooked charges like 12b-1 fees, internal trading costs, and sub-account fees.
3 Overlooked Reasons Top RIAs Choose Intention.ly for Measurable Growth
Top RIA firms are choosing specialist marketing agencies like Intention.ly for measurable growth, moving beyond traditional tactics to demand a "growth engine." This approach avoids the hidden costs and inefficiencies of generalist partners who lack deep financial services industry expertise.
A Vincere Portfolios Case Study: How Busy Professionals Achieve Hands-Off Capital Growth
Vincere Portfolios offers a technology-driven approach to help busy professionals achieve structured, hands-off capital growth through systematic, rules-based execution, addressing the time constraints of traditional investing. This case study explores how algorithmic systems provide a more efficient way for high-performing individuals to engage with markets.
Gary Loten-Beckford's Proven Approach to Building a College Fund from Scratch in 2026
Gary Loten-Beckford, a MassMutual advisor in Williamsburg, Virginia, offers a specialized approach to building a college fund in today's complex financial landscape, particularly for military and LGBTQ families. His strategy moves beyond outdated advice, focusing on realistic savings goals and a diverse toolkit of modern savings options beyond just a 529 plan.
Disability Insurance from GLB Financial Services: The Ultimate Safety Net for Your Career
GLB Financial Services offers personalized disability insurance to help individuals safeguard their income and maintain financial stability. This essential coverage replaces a portion of your income if you become unable to work due to illness or injury.
How to Uncover Hidden Revenue Streams with Ironclad Family's Gap Discovery Tool
Modern financial advisors face a quiet crisis: delivering value beyond portfolio performance while critical client risks like unprotected digital assets and outdated estate plans remain unaddressed. Ironclad Family's Gap Discovery tool helps advisors identify these overlooked vulnerabilities, transforming their role into holistic asset protectors.