FIVE BIG MISTAKES EXECUTORS MAKE—AND HOW TO AVOID THEM
Being named the executor of a family member’s (or other loved one’s) estate is, in many ways, an honor. The decision shows that the person saw you as a highly trustworthy, capable person of integrity. But it’s also a major responsibility that can quickly become a burden if you aren’t set up to do your […]
WHY YOU NEED A ‘BUSINESS PLAN’ FOR YOUR FAMILY
When business owners start a new venture or seek out funding, they always create a detailed business plan first. But chances are, most parents have never once thought about creating a similar type of plan for their most important asset: their families. Your family may not be a business, but clearly, it can be a […]
NAMWOLF ANNUAL MEETING AND LAW FIRM EXPO 2019- THE AMAZING RACE!
To kick off the 2019 Annual Meeting and Law Firm Expo being held in Los Angeles, Synergy Capital Solutions will be sponsoring The Amazing Race, a city-wide scavenger hunt, on Sunday, September 22 nd . Participants will be assigned a team and given a list of tasks to complete throughout the city. This lively, interactive, […]
MARKET AND ECONOMIES 2019 THIRD QUARTER REVIEW AND OUTLOOK
Outlook In July 2019 the U.S. economy entered its 11th year of expansion. Though a strong US consumer continues to prop up this expansion, trade uncertainty and an inverted yield curve have headlines calling for an end. The United States led global recessions in 1975, 1982, 1991, and 2009. We do not believe 2019 to be […]
U.S. – CHINA TRADE WAR: CONTINUED NEGOTIATIONS, ESCALATION OR NEW DEAL
So much for “Trade wars are good, and easy to win.” Trade talks between the U.S. and China are erratic and, so far, unproductive. Larry Kudlow may have revealed the tenor of the negotiations by saying, “The U.S. may never reach a trade deal with China.” His observation suggests that open-ended negotiations may last a […]
THE VALUE OF MULTIGENERATIONAL FAMILY MEETINGS
If you’ve amassed sizable wealth, or are on the right path and getting there, it may be time to consider how to pass on some of that money to children and grandchildren—without creating big problems that could harm their futures and destroy family harmony. The fact is, family wealth—how it’s managed, transferred and used—can generate […]
THE IMPORTANCE OF PERSONAL UMBRELLA POLICIES
What would happen if you or your child caused a car accident that resulted in serious injuries or the deaths of others? How would you pay for the treatment and damages of someone who was hurt in your home and claimed negligence? What happens when they claim to have suffered greatly because of the injury? […]
A COMMON SENSE GUIDE TO HEART HEALTH
It’s been said that a man with health has a thousand dreams, while a man with no health has but one. Don’t you owe it to yourself, your family, your career and your community to have not only a thousand dreams, but also the energy and engagement to make them happen? Few would argue that, […]
INSIGHTFUL QUESTIONS THAT CAN RAMP UP YOUR SUCCESS
Want to see some amazing results in your life? Ask questions and then listen well. We have discovered that a disproportionate number of the most successful people consistently and systematically use an approach known as insightful questioning to build rapport with other people in ways that generate much better outcomes. Here’s how they engage in […]
MARKET AND ECONOMIES 2019 SECOND QUARTER REVIEW AND OUTLOOK
Entering 2019 we expected both global growth and corporate profit growth to slow moderately in 2019, but we did not forecast a recession. Uncertainty around monetary policy, interest rates, trade, and inflation highlighted the need for diversification in portfolios, but we believed equity markets to be undervalued and positive fundamentals to be overlooked. Equity markets […]
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This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors.
All data and information reference herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice. The team and HighTower shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice.
This document was created for informational purposes only; the opinions expressed are solely those of the team and do not represent those of HighTower Advisors, LLC, or any of its affiliates.