If you manage your own investment portfolio, you’re not alone. Plenty of high-net-worth investors take pride in the DIY route and see success that should be commended. But here's what can get left out of the conversation: even the savviest investors miss advanced strategies that can have a huge Read more…
Investment Management vs. Wealth Management: What’s the Difference?
It can be confusing to hear various financial planning terms and know what best suits your needs. They might sound the same, but investment, asset, and wealth management are quite different. Read more…
What to Do with Excess Cash: Strategies for High-Net-Worth Investors
It’s not uncommon for successful professionals and families to accumulate significant wealth only to realize that a large portion of it is sitting in cash. We often find that prospective clients may have seven figures idling after a property sale, business transaction, or concentrated stock Read more…
Cryptocurrency: Where It’s Been, Where It’s Going, and What You Should Know Before Investing
Cryptocurrency (or more casually referred to as “Crypto”) has transformed from a new idea to a serious topic of discussion in financial circles, boardrooms, and even among regulators. It’s gone far beyond bitcoin, and many investors are at least curious. Read more…
Missouri Capital Gains Tax Bill 594: What It Means for Investors and Why It Matters
At a time when tax policy is increasingly complex and ever-changing, staying ahead of legislative developments is essential—especially for taxpayers navigating both federal and state tax systems. Read more…
Understanding the Net Investment Income Tax (NIIT)
There are certain life events that can have a large impact on the taxes you pay: retiring, getting married, selling a business, inheriting assets, and more. Read more…
How Separately Managed Accounts (SMAs) Help High-Net-Worth Investors Manage Complex Portfolios
As your wealth grows, so does the complexity of managing it — like upgrading from a yard that usually just needed a quick mow to one that needs seasonal landscaping, targeted irrigation, and routine weed-pulling. The same principle applies to investing. What starts as a simple 401(k) and a few Read more…
How Much Are You Really Paying for Your Investments?
"How much does it cost you to invest?” Most people default to considering the money you’ve saved and invested but not necessarily the cost of the investment itself. Read more…
Understanding Average or Annual Return vs. Real Return From Investments
It’s easy to look at an investment’s average rate of return and assume that your return on investment will be close to that number year after year. Read more…
Compounded Annual Return vs. Average Annual Return
For DIY investors it can get complex to understand the various ways in which investments or investment managers report their rate of return (ROR), especially if you have a day job and don’t spend all of your time digging in on these figures. In this blog we unpack the difference between an average Read more…
