Having a child is a unique combination of exhausting, exhilarating, rewarding and terrifying. It may be the last thing on your mind during the early days of parenthood, but chances are there will come a day when your child no longer lives under your roof. And it’s never too early to start planning Read more…
What to Do After a Sudden Wealth Event: The Decisions to Make Before You Invest
A sudden increase in wealth can be exciting, but it can also feel disorienting. Read more…
The Time and Coordination Costs of Managing Complex Finances on Your Own
For many successful professionals and families, managing their own finances feels like a natural extension of everything else they've accomplished. Read more…
The Best Financial Advisors in St. Louis in 2026: How to Evaluate Firms
This article compares prominent wealth management and financial advisory firms serving high-net-worth individuals in the St. Louis metropolitan area. It is intended to provide general, high-level information about several financial services firms with a presence in the St. Louis area, not to rank Read more…
When Is It Okay to Spend? The Balance of Purposeful Spending
For years, I assumed that making good financial decisions meant avoiding unnecessary purchases and staying focused on long-term goals. Read more…
8 Financial Turning Points That Call for Professional Advice
With digital planning tools, online resources, and AI becoming increasingly accessible, many people feel more empowered than ever to DIY their financial planning. Those tools can provide useful information and help answer specific questions. As financial lives become more complex, however, many Read more…
The Returns of Family Memories: Building a Legacy Beyond Wealth
My mother moved from France to the United States when she was 18, which meant visits with my French grandparents were relatively rare growing up. As an adult, I came to appreciate that those visits gave me something that had little to do with money and everything to do with understanding where I Read more…
Have You Outgrown Your Broker? When Investment Help Is No Longer Enough
If you’ve accumulated significant wealth, your financial life may look very different today than it did when you first opened an investment account. Read more…
Should I Invest or Pay Down Debt?
Should I Invest in the Market or Pay Off Debt? Everyone has different circumstances, but there are some common variables to examine, including: Read more…
How to Use Grantor Retained Annuity Trusts (GRATs) to Transfer Wealth to Beneficiaries Tax-Free
One of our most important responsibilities is helping clients achieve financial independence. We love when we can tell them they have enough money to do whatever they want for the rest of their lives. But that milestone is hardly the end of the wealth management process. The next question we like Read more…
