With every new administration comes policy shifts that can directly impact retirement savings and financial security for ...

In 2024, 40% of the new ETFs listed in the U.S. used derivatives as a significant component of their investment strategy, up ...

Clients have difficulty letting go of their “baby,” the family business, with even the second and third generations remaining ...

The broader U.S. stock market has reported substantial returns over the past several years. These extraordinarily high ...

The U.S. Supreme Court’s decision in Connelly v. United States 1 has spawned a plethora of articles covering the case’s legal ...

Investment insights firm Morningstar and private markets research firm PitchBook launched a new index that tracks 30 of the largest and most liquid late-stage venture capital companies globally.

Another interesting tidbit was that, according to statistics, cremation has become the leading method of disposition in the United States. In 2024, the cremation rate in the United States is predicted ...

The purpose trust owns the voting and control rights of the operating company. It replaces the human owner with a non-human owner. The trust doesn’t need income other than operating and administrative ...

Artificial intelligence (AI) is increasingly reshaping our professional landscape, bringing opportunities, challenges and ethical questions. Will AI replace us? How can we use AI to enhance client ...

Explaining technical concepts to clients for greater understanding and satisfaction ...

Christopher P. Woehrle takes us through a hypothetical to see what happens to a charitable gift annuity when a once-in-a-century event, like a pandemic, intervenes.

Ultra-high-net-worth (UHNW) families wield extraordinary influence. Their financial wealth, business ventures and societal connections have an outsized impact on the world. When these families are ...