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?
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- What Impact Will Inflation Have on the Stock Market?
Kevin and Elizabeth are joined by Kara Murphy, CFA, Chief Investment Officer at Kestra Investment Management to discuss the following issues related to Inflation: How will inflation affect overall stock market behavior, and what is the outlook for 2022? Are we heading towards a recession? In which areas of the economy might we see a longer term and lasting impact of price inflation, and in which areas might it be transitory? What effect is inflationary pressure having on such areas as industry profitability, wages, jobs, the residential market, interest rates, and price/earnings ratios?
- What is the Economic Impact of Pandemic-Related Supply Chain Disruption?
Kevin Ellman and Elizabeth D’Aleo are joined by Kara Murphy, CFA, Chief Investment Officer at Kestra Investment Management to examine the impact on the economy of pandemic-related supply chain disruption. They discuss such topics as: How have production, transportation and scarcity issues affected pricing? How are companies adjusting to the challenges of supply chain disruption? Will prices start to ease over time, or are they here to stay? What are market expectations for long term interest rates? How worried is the FED about inflation? How should you adjust your investment portfolio in light of these issues?
- What is Cryptocurrency and Should I Invest In It?
Kevin and Elizabeth are joined by Kara Murphy, CFA, Chief Investment Officer at Kestra Investment Management. We answer the following questions: What is Cryptocurrency? How does Crypto work? What are the risks of investing in Cryptocurrency compared with traditional stocks and bonds? Should Crypto be a part of my investment portfolio? What is the future of Cryptocurrency?
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.