Owners of family businesses sometimes find themselves spending more time working in the business than working on it, specifically on ensuring its lon…

Being an entrepreneur provides the opportunity to express your creativity and values through the work you do and to have ownership over every stage o…

Week ending 03-07-2025. The Through Line: Our natural wiring prompts us toward a desire for instant (and all-too-often hyper emotional) reaction to …

Week Ending 12-18-2025. Surprise delights writers—but rattles investors, and 2025 had plenty; here are the biggest shocks and lessons for the year ah…

Week Ending 11-25-2025. The Fed faces a tough decision as its dual mandate of price stability and full employment collides amid messy data and heigh…

Overcoming family dynamics in legacy planning — In the final steps of what seemed like a successful legacy planning process for a large family busine…

Affluent home buyers can often make a choice in how they finance the purchase of a primary or secondary residence. The use of existing liquidity in c…

02-03-2026. Mike, Pratik and Michelle discuss key takeaways from the 60th Annual Heckerling Institute on Estate Planning.Recent Developments from He…

02-24-2026. The U.S. economy is gaining momentum into 2026, with strengthening manufacturing, services, jobs, housing, and consumer spending supporti…

Week Ending 02-06-2026. Despite turbulent headlines and brief market volatility, a steady fundamental resilience has underpinned global economies an…