Dear Valued Clients and Friends, In a study by the Family Office Exchange, families were asked about their view of the greatest risk to their wealth. The top three answers were bad investment decisions (37%), poor economic and market conditions (26%), and tax and political risk (16%). One of the lowest areas of perceived risk […]
Dear Valued Clients and Friends, As a nation, it is estimated that $59 trillion of wealth will transfer from generation to generation by 2061. This massive transfer of wealth presents significant opportunities and challenges for grandparents, parents, heirs, and charities. Some of these opportunities include how to prepare the next generation for wealth, how much […]
Dear Valued Clients and Friends, It’s great to see U. S. companies reporting some of their strongest earnings growth since the 2008 recession. This is no doubt a result of productivity, good management, lower tax rates, deregulation, and a strong global economy. One company, Apple, became the first U.S. company to surpass $1 trillion in […]
Dear Valued Clients and Friends, Several weeks ago we had the pleasure of listening to Dr. Richard Thaler, a Nobel Prize winning economics professor at the University of Chicago. Among several topics he discussed, there was one that resonated with us about how good football teams make good quarterbacks play at a higher level. That […]
Dear Valued Clients and Friends, As part of our holistic financial planning process, we help clients evaluate and resolve risks that may take their plans off course. Risks come in all shapes and sizes and may include property damage, liability, identity theft, health, disability, death and long-term care. In this issue, we focus on healthcare […]
Dear Valued Clients and Friends, It is such an honor and privilege to serve, guide and educate our clients through all the phases of their financial planning. We do this from a holistic, comprehensive perspective and feel it is vital to know our clients and help them achieve their financial goals. In this issue, we will focus on one of […]
As a diverse wealth management group, The Bahnsen Group seeks to guide clients through all the phases of their financial needs, investments and all, but we do that in a context that is comprehensive and holistic. From tax efficiency to retirement planning to estate and legacy strategies to charitable impulses to asset protection – we really don’t see a way to be comprehensive and elite wealth advisors without incorporating all elements of […]
Readers of our Dividend Café know that we are an investment practice – a committed and proud one, at that – but as a diverse wealth management group, we are much more than an investment practice as well. Not only do we seek to guide our clients through all the phases of their financial needs, investments […]
The Bahnsen Group is registered with HighTower Securities, LLC, member FINRA and SIPC, and with HighTower Advisors, LLC, a registered investment advisor with the SEC. Securities are offered through HighTower Securities, LLC; advisory services are offered through HighTower Advisors, LLC.
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.
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about the author
Don B. Saulic – CFP® CPA
Don is a Partner in the team's Private Wealth Management practice specializing in helping affluent families develop comprehensive strategies for all phases of wealth accumulation, preservation, and transfer.
He also leads our Financial Concierge Services platform of professional alliances and serves as the editor of The Financierge.
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