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Can Money Buy Happiness? Some Say Yes. Here's How

Can Money Buy Happiness? Some Say Yes. Here's How

Can money buy happiness? Maybe! When it comes to money management, there’s typically a lot of focus on asset allocation, proper diversification, and ways to protect and grow money. Ultimately, however, isn't the goal of money to help improve your life? Let’s ask again: Can money actually buy happiness? Recent behavioral research highlights how ...

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Build Your Dream Motorcycle? Sweet Bike Customization
February 19, 2016

Build Your Dream Motorcycle? Sweet Bike Customization

Ever dream of hitting the open road on a dream motorcycle? It’s easier than ever to customize a bike to suit. The customization market “right now is really ...

Dropping Out of College and Other Big-Buck Blunders
February 12, 2016

Dropping Out of College and Other Big-Buck Blunders

Love your kids, but consider them a big money mistake? Wow. And yet that’s what some 12% of surveyed Americans—equating to nearly 39 million—told ...

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Addressing Changing Gender Roles in Wealth Management
February 10, 2016

Addressing Changing Gender Roles in Wealth Management

Gender differences are a hot topic for wealth management firms nationwide, especially as the financial services industry steps up its “women and ...

Lost in Tax Form 1099? Let Us Guide You Through
February 5, 2016

Lost in Tax Form 1099? Let Us Guide You Through

In a Chapman University survey of top fears, Americans included public speaking, heights, flights, snakes, ghosts, clowns…and zombies. Tax forms didn’t make the top ...

Yearning for a Yacht? What to Know Before Buying a Boat
February 5, 2016

Yearning for a Yacht? What to Know Before Buying a Boat

Thinking of trying out your sea legs with your own boat? Before logging a single minute on deck, dive into the depths of research. Boaters need to “clearly define ...

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Estate Planning: Not Just for the Top-Tier Wealthy
February 4, 2016

Estate Planning: Not Just for the Top-Tier Wealthy

There are certain things you don't like to think about in life, one of which is estate planning.

Tips for Your Family's Smooth Financial Knowledge Transfer
February 3, 2016

Tips for Your Family's Smooth Financial Knowledge Transfer

There’s more to creating and sharing a family financial legacy than simply making sure your loved ones know where the accounts are held or what the passwords ...

Tax-Filing Myth Buster: Do Brokers Track All Wash Sales?
February 2, 2016

Tax-Filing Myth Buster: Do Brokers Track All Wash Sales?

Let’s test your tax-filing knowledge. Myth or fact? Brokers track your wash sales. Actually, both. It just ...

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Go Airborne, Pt 2: Need a Private Jet? Aviation Programs to Check
January 29, 2016

Go Airborne, Pt 2: Need a Private Jet? Aviation Programs to Check

Want quick access to private aviation but don’t want to own a plane? You have options. Fractional jet ownership, block charter planes, and jet cards make it ...

Tax-Filing Myth Buster: Brokerage Account 1099 Deadline
January 27, 2016

Tax-Filing Myth Buster: Brokerage Account 1099 Deadline

Tax filing fact or myth? "Your brokerage account 1099 must be in the mail by January 31." Myth. Say what? That’s right, a consolidated 1099 should be ...

Go Airborne, Part 1: Own a Plane for Your New Luxury Hobby
January 22, 2016

Go Airborne, Part 1: Own a Plane for Your New Luxury Hobby

Owning and flying your own plane may represent the ultimate in luxury hobbies, yet it’s not as far-fetched as you might assume. But before you go airborne, log ...

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Luxury Winter Play: Dog Sleds, Snowmobiles, and Snow Hotels
January 15, 2016

Luxury Winter Play: Dog Sleds, Snowmobiles, and Snow Hotels

When it comes to winter activities, skiing and snowboarding dominate, but there are a whole host of other winter activities at select resorts to get you ...

Getting Fit: What’s Popular in Wearable Tech for 2016?
January 8, 2016

Getting Fit: What’s Popular in Wearable Tech for 2016?

Wearables continue to drive what’s new in technology. That was evident to those plugged in to the early January Consumer Electronics Show in Las Vegas ...

Student Loan Payment Plans That Keep Your Investing on Track
January 6, 2016

Student Loan Payment Plans That Keep Your Investing on Track

Congratulations! You've walked across the stage, collected your diploma, and landed your first career job. Cha-ching! That’s the register ringing up all those ...

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Invest in You: New and Improved (We Mean It) Fitness for 2016
December 30, 2015

Invest in You: New and Improved (We Mean It) Fitness for 2016

It’s that time of year again when we exercise the annual routine of pledging New Year’s resolutions, and a vow to get fitter is generally among them. If a new fitness ...

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