Wealth Management Archives - Geller

What is a Personal CFO and Why Do You Need One?

Mona Manahi — Wed, 25 Sep 2024 15:27:06 +0000

For many high-net-worth and ultra-high-net-worth (UHNW) individuals and families, managing the family enterprise that results from significant wealth can be as complex as running a business. Just as any successful business will have an experienced and competent chief financial officer (CFO), so, too, should successful families. A personal CFO is dedicated to working with a […]

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Nothing Succeeds Like Succession Planning: 7 Perilous Pitfalls and Golden Nuggets for Family-owned Businesses to Know when Passing the Torch

Allen Injijian — Fri, 13 Sep 2024 15:55:21 +0000

At this summer’s Olympics, the U.S. men’s 4×100 meters relay team’s attempts to win gold once again ended in ignominy when they suffered early elimination after botching the very first baton pass. A one-off debacle? Hardly. It was, astonishingly, the eleventh time since 1995 that a quartet of elite American sprinters were either disqualified or […]

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What is Private Wealth Management?

Alexandra Pielusko — Thu, 05 Sep 2024 19:32:00 +0000

Are you expecting to come into, or have you recently come into significant wealth? If so, you may be wondering how to best manage that wealth—and which professionals are best suited for the job. Private wealth management (and private wealth managers and advisors) might be the right fit for you. Private wealth management involves comprehensive […]

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Fundamentals of Wealth Longevity Part I: Understanding What and Where Your Assets Are with Meghan Grainer

Meghan Grainer — Tue, 20 Aug 2024 18:48:44 +0000

Scroll to the bottom of this article to see the glossary of terms. They say, “The best time to invest is yesterday. The second-best time is now.” It’s never too late to take charge of your financial future by being well informed about the fundamentals of money management. A report recently revealed that over half […]

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Oft Overlooked Estate Planning: Allocating Retirement Assets to Philanthropy

Mark Rubin — Tue, 13 Aug 2024 18:38:56 +0000

Many in the financial and estate planning fields primarily focus on managing cash flow during their clients’ lives and minimizing their estate taxes. However, an ancillary planning tactic—and something that we find is often overlooked—is, when an individual passes away, maximizing charitable contributions with certain retirement plan assets, such as Individual Retirement Accounts (IRAs) and […]

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7 Developments in the World of Investments and Tax Planning to Know

Meghan Grainer — Thu, 08 Aug 2024 19:31:21 +0000

Many investors have begun to turn their attention to what the rest of this year may bring, i.e., what key themes are important to be aware moving forward? Here we outline seven major developments in the world of investments and tax planning investors need to know. 1. FED, ECONOMY, INFLATION ALL IN FOCUS. AND T-BILLS’ […]

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Market Update: Analyzing the Pressures Behind the Recent Market Sell-off

Robert Wedeking — Tue, 06 Aug 2024 18:03:33 +0000

August 5, 2024 The recent market sell-off has been driven by a complex interplay of factors, each contributing to heightened volatility and investor anxiety. Here, we explore what we believe are the key reasons behind the downturn and the broader economic pressures at play.[1] Recession Watch Economic analysts have been predicting a recession due to […]

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“To Prenup or Not to Prenup?” with Jenifer Foley of Alter Wolff Foley & Stutman

Alexandra Pielusko — Tue, 06 Aug 2024 17:22:50 +0000

This summer certainly lived up to its perennial reputation as prime time for weddings. At the start of the season, a multibillionaire media mogul walked down the aisle with his bride at a lavish ceremony in Los Angeles. That the groom was marrying for the fifth time and is now 93 carries important lessons for […]

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Presidential Elections: What Actually Moves Markets?

Allen Injijian — Fri, 07 Jun 2024 18:59:30 +0000

The level of tension and anxiety regarding the upcoming election is palpable. A recent post in the Wall Street Journal that discusses Taxes, Tariffs, and Debt, mentions some investors are looking to move to the sidelines in anticipation of the upcoming 2024 U.S. Presidential Election. Is this a wise decision or are investors misguided? Through […]

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This Bull Market Won’t Last Forever: Four Strategies for Investing Beyond the S&P 500

Jonathan Barbato — Fri, 07 Jun 2024 18:37:40 +0000

It’s easy to get complacent in a bull market such as this. Since November 2023, the S&P 500 has returned +27%.[1] This recent bull market, fueled by falling CPI prints, strong earnings, the AI boom, and the Federal Reserve’s stoppage of rate hikes, has propelled investors back into equities. It can sometimes seem like the […]

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