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10 Tips to Help HNW Individuals Avoid an "F" On Their Financial Literacy Report Card
Financial literacy is essential for everyone but can be crucial for high-net-worth (HNW) individuals who may have more wealth to lose than others. Navigating the complex financial landscape is no small task, and having the foundation...
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High Earners and Homeownership: Why It's More Than Just a Status Symbol
For generations, homeownership has been billed as the hallmark of the American Dream. However, for high earners, it can also be a way to reduce taxes, receive more favorable capital gains treatment, and invest in their family's future....
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The Risks of Being Rich: Insurance Coverage Considerations for High-Net-Worth Families
Financial affluence often comes with various benefits and challenges, including the requirement for suitable insurance coverage. High-net-worth (HNW) families typically have a more complex risk profile than the average household,...
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529 Plans Demystified: What Affluent Families Need to Know
As an affluent family, planning for your children's education is likely a top priority. You want to ensure that they have access to the best education possible without worrying about the high cost of tuition; this is where 529 plans...
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Avoid These 5 Things When Markets are Peaking
Tips to navigating stock market peaks from the wise words of Warren Buffett As the saying goes, "what goes up must come down." In the world of investing, this adage holds true, especially during times when stock markets are reaching...
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A Quick Guide to Estate Planning for Those With High Net Worth
Even if you never thought of yourself as especially wealthy, there may be a fair chance that you fall into the category of "high net worth individuals"—those who have liquid assets of $1 million or more.1 For many individuals who...
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High-Net-Worth Retirement Planning: How Social Security Fits In
As high-net-worth (HNW) individuals approach their golden years, retirement planning often becomes a focal point of their financial strategies. One aspect of this planning that sometimes creates confusion or misinterpretation is the...
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A Quick Guide to Estate Planning for Those With High Net Worth
Even if you never thought of yourself as especially wealthy, there may be a fair chance that you fall into the category of "high net worth individuals"—those who have liquid assets of $1 million or more.1 For many individuals who hope...
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Donor Advised Funds: A Unique Way to Give
If you’re in search of a way to reduce your tax bill and give back to the community, a donor advised fund may be worth considering. Also known as a DAF, a donor advised fund is a charitable investment strategy you can use to...
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Lessons from 2023’s Five Worst S&P 500 Stocks
As the rollercoaster of financial markets in 2023 came to a close, certain stocks stood out for all the wrong reasons. Among them were five notable names: Moderna, Enphase Energy, Dollar General, Pfizer, and Walgreens Boots Alliance....
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LPL FINANCIAL RESEARCH OUTLOOK 2024: A TURNING POINT
In 2024, LPL Research believes markets will make a definitive turn to a more recognizable place. En route, the transition will be marked by meaningful shifts in a few key areas. Inflation is going down. The risk of a recession is...
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