Latest Posts

5 Critical Questions HNWIs Should Ask to Address Major Financial Concerns

by David Hodges on May 16, 2025

Investments, Retirement, Tax Planning

What do you do when faced with a complex financial challenge?

Do you seek an immediate solution, or do you take the time to fully understand the issue before acting?

The way you approach financial decisions often depends on your perception of time - specifically, how much time you believe you have to respond.1

How to Dive into Business Succession Planning: 10 Key Questions

by David Hodges on May 16, 2025

Investments, Finance, Tax Planning

What will happen to your business when it’s time for you to take a step back?

That can be a tough question that many business owners eventually have to face.

Yet, far too many admit they don't have a formal succession plan in place. In fact, looking at family businesses alone, about 61% say they do not have a documented succession plan.1

Why?

Many business owners say they haven’t put together a succession plan because:

Stock Markets Tumble Nearly 10% in 2 Days—Is This Time Really Different?

by David Hodges on Apr 7, 2025

Investments, Stock Market
On April 3rd, 2025, global stock markets took a hit following the announcement of new tariffs by President Trump. Each index recorded its steepest single-day decline since March 2020 during the COVID crash. On April 4th, markets continued downward, rounding out nearly a 10% loss in just two days.

Three Reasons Why Life Insurance is More Than Just a Death Benefit

by David Hodges on Aug 29, 2017

Insurance, Retirement, Tax Planning

Life insurance is universally recognized as an essential pillar of a financial plan for providing much needed capital in the event of a breadwinner. It is also fundamental to other planning needs, such as estate planning to pay for settlement costs and taxes, and business planning for business continuation or key person protection. However, considering the remarkable tax properties of permanent life insurance, it should also be considered as foundational planning tool for an entire financial plan. Here are three reasons why: