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.
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- Money with Murphy: Main Street vs. Wall Street: Why Small Business Health Matters
Kara 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.’
- Money with Murphy: Gas Prices on the RiseSince the beginning of the year, the average price of a gallon of gas in the US has jumped 14%, denting many consumers’ wallets and complicating the Federal Reserve’s inflation control efforts. These increases may trigger memories of the steep inflationary surge in gas and other commodities during the COVID era. In June 2022, gas prices nearly doubled from their pre-COVID level to almost $5.50 per gallon. How will higher gas prices impact consumers and ultimately Fed policy? Kara Murphy shares her thoughts in this week’s Money with Murphy.
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.