As traditional Long-Term Care (LTC) insurance becomes increasingly expensive and underwriting continues to get more difficult, Hybrid LTC policies that bundle a life insurance or annuity policy with LTC coverage are finding wider appeal.
One of the key roles we play as our clients’ Family CFO is that of administrative coordinator for their financial lives. People don’t fully appreciate just what that involves until after they become a client and experience it for themselves.
Tax-efficient investing is rarely a topic of cocktail party conversations. In fact, many clients come to us with complex money management plans that pay little or no attention to the issue of tax liability.
The Dow Jones Industrial Average and S&P 500 hit new records during the first quarter, but the rally stalled in late March over concerns about the impact of a stronger dollar on profits of big, U.S.-based multinational firms.