WealthManagement.com Daily Memo
Wealth Management Daily Memo

APRIL 5, 2021

INDUSTRY

Suze Orman Should Know Better

The well-known financial literacy guru's controversial comments at a recent virtual conference highlight how the majority-centric baby boomer mindset for financial planning no longer works.

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HIGH NET WORTH

N.Y.’s Highest Earners Face Tax Hikes Under Proposed Budget Deal

The richest New York City residents would pay the highest combined state and city tax rates in the U.S., surpassing California.

FULL ARTICLE

SPONSORED CONTENT

Tracking Error Needn’t be a Barrier

With guidance, investing responsibly doesn’t have to impact performance.

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MICHAEL KITCES' #FASUCCESS PODCAST

Shane Mason's Tech Startup Approach

Shane Mason describes how he and his partner AJ intentionally built Brooklyn FI in the style of a tech startup.

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