Financial Planning Archives - Geller

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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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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“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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Insider Conversations: Aligning Your Values to Your Giving Strategy

Paul Cummings — Wed, 17 Jul 2024 19:19:00 +0000

Paul Cummings: Welcome to Geller’s Insider Conversations on Intentional Giving. I’m Paul Cummings, Managing Director at Geller, and I’ve had the pleasure of working with philanthropically inclined families for decades. I’m here with Lauren Rutkin, Strategic Initiatives Manager for Geller. And for the past 15 years, Lauren has been in charge of leading family foundations. […]

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Christen Douglas’s Three Pillars of Trust Protection

Alexandra Pielusko — Tue, 18 Jun 2024 19:03:41 +0000

Wedding season is in full swing this June. The wise words, “all is fair in love and war,” may come to mind as one way that marrying couples, particularly those of significant wealth, can potentially mitigate against future conflict in a relationship is to put as much thought into the long-term legal and financial implications […]

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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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What Is an Exit Strategy?

Alexandra Pielusko — Wed, 29 May 2024 14:55:04 +0000

An exit strategy in business is exactly as its name suggests: it’s the way out for business owners, entrepreneurs and investors in a business. Typically, an exit strategy is the culmination of a successful career of nurturing and building a business. However, for an exit strategy to be successful, it should be developed well in […]

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Financial Literacy and Wealth Education for the Children in the Rising Generation

Allen Injijian — Wed, 29 May 2024 14:33:52 +0000

Bringing children into the financial fold is, or should be, a natural part of raising children—but that doesn’t mean that it’s always intuitive. While there are a number of ways to approach financial education for your children, we recommend having open, honest, and matter-of-fact conversations introducing money as something to be thoughtfully managed and as […]

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Too Few Executives are Asking for Stock Options: How and Why That Needs to Change

Allen Injijian — Tue, 23 Apr 2024 17:34:16 +0000

Talk about leaving money “on the table.” The current darling of the “Magnificent 7,” Nvidia, the microchip manufacturer that is helping to drive the AI revolution, has seen its market capitalization shoot up to $2 trillion just 180 trading days after hitting the $1 trillion mark.[1] However, according to Nvidia’s own public filings, NONE of its executives […]

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Selecting the Right Broker for Your Assets and Goals, and How Your Wealth Advisors Can Play a Part

Sylwia Koc-Marano — Fri, 15 Mar 2024 17:20:20 +0000

Insurance agent or insurance broker? What’s the difference and do we need both? And how does your wealth advisor or family office fit into this? If it feels complicated, you’re not alone. This article attempts to address some of these complexities as well as explain the symbiotic relationship between insurance brokers and wealth advisors that […]

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