Wealth Management Daily Memo

JULY 27, 2020

Advisor’s “LOL” Text Messages to Client Spell Trouble

Asia Martin

Advisor Brian Doench’s recorded text messages to his client may work against him in court, legal observers say.

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One of the most underappreciated Gen Z personality traits - their seriousness about finances.

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Podcast

Celebrity Estates: Kenny Rogers Knew When to Fold 'Em

David Lenok

Whether a clients' marriage endures or ends, it’s in their best interests to have a prenuptial agreement.

Opinion

Diversity and Inclusion and Holistic Leadership

Walter K. Booker

We’ll have to get out of our exclusionary comfort zone and embrace the initially uncomfortable imperatives that true inclusion requires.

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Navigating Uncertain Waters: Preparing for a Post-Pandemic World

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Dr. Hasenstab and team examine the economic implications of the global pandemic and look ahead to a post-virus world.

Estate Planning

Six Tips for Creating a Letter of Wishes

Alyse Reiser Comiter

Communicating the 'why' of an estate plan.