360° Family Wealth Management
Affluent families, by necessity, use a diverse cast of professionals to tend to the various, complex elements of their wealth management plan. Often, however, there is no one at the helm, directing the team. The risk of this fragmented, piecemeal planning approach is that it may result in costly, sometimes devastating mistakes as a result of poor coordination.
It is for this reason that we believe 360° Family Wealth Management is critical to the implementation of a successful Wealth Management Plan.
Are you a candidate for our 360° Family Wealth Management Services?
Take our Stress Test →
- Money with Murphy: You Gotta Be In It to Win It
From April 2 to April 8, the S&P 500 declined nearly 13%. A shockingly sharp fall in just six days. But what followed was a rally nearly as sharp such that stocks regained their level before reciprocal tariff rates were announced. Sadly, many investors sold after the decline, locked in their losses, and missed out on the rally. It’s a tale as old as time. In this week’s Money with Murphy, Kara Murphy explains why you gotta be in it to win it. - Money with Murphy: Main Street vs. Wall Street: Why Small Business Health MattersKara Murphy, CIO, KIM takes a look at the critical role small businesses play in the U.S. economy, making up nearly half of the nation’s workforce and 44% of its GDP. While optimism is up from recent lows, small businesses still grapple with inflation, labor shortages, and uncertainty. Kara breaks down recent hiring trends, challenges facing business owners, and emerging signs-of-hope as inflation cools and retail sales pick up. Tune in to see how small businesses are navigating these economic shifts and what it could mean for economic growth.
- Money with Murphy: A Concentrated MarketKara Murphy shares her thoughts in this week’s Money with Murphy: ‘A Concentrated Market.’
Take the 360° Stress Test and receive a free copy of our latest book, “Can Your Family Wealth Management Plan Pass the 360° Stress Test?” by Kevin Ellman, CFP and CEO and Paul D Miller, President of Wealth Preservation Solutions, LLC.