A Paradox of Success Concentrated investments are usually a sign that something worked. A company succeeded. A career paid off. A conviction proved itself over time. But success creates complexity.  When one stock grows large enough to take control of your portfolio, it begins to limit your focus and your flexibility. If you’ve ever put the stock ticker into your mobile app for one-touch quotes or real-time updates, you know what I’m talking about… The biggest thing that limi

Planning Your Legacy with Purpose In a community like ours, filled with accomplished, retired professionals and entrepreneurs, this message holds special meaning. Many have spent decades building their careers, raising families, and giving back. Now, as the pace of life slows, it can be tempting to think that the big dreams and big decisions are behind you. But the truth is, this chapter of life offers an unparalleled opportunity: the chance to shape your family’s future with

Aree_S Death is the only legal tax avoidance strategy. Everything else is timing. One concept getting more attention lately captures this perfectly: Buy, Borrow, Die. You buy appreciating assets. You borrow against them to create liquidity. You die with them so your heirs receive a step-up in basis that eliminates the unrealized gains. The phrase isn’t new. It’s been used in wealth circles for years. But it entered the mainstream after ProPublica’s 2021 investigation into how

There’s a version of financial life where the answers are straightforward: Save consistently Invest broadly Keep fees low Stay out of the way And if that’s where you are, you probably don’t need an advisor. All the tools are already there for you. AI can help you build an investment plan. There’s an app on your phone that will get you a portfolio. And if you need advice, you can get it free on YouTube or TikTok. For many, that’s enough. But what happens when wealth creates mo

Planning Your Legacy with Purpose "You are never too old to set another goal or dream a new dream." – C.S. Lewis In a community like ours, filled with accomplished, retired professionals and entrepreneurs, this message holds special meaning. Many have spent decades building their careers, raising families, and giving back. Now, as the pace of life slows, it can be tempting to think that the big dreams and big decisions are behind you. But the truth is, this chapter of life of

You built something real, you made the smart moves, and now you’re stepping into a season of life you’ve rightfully earned – maybe with a...

We often get asked, "How do you decide what to invest in?" At Edwards Asset Management, we actively manage a suite of investment...

A Seasonal Wealth Check-Up Spring in Naples is more than just a change in the weather—it’s an opportunity to reset. You clear out the...

“You need to spend more.” This was the advice I gave to a client during her most recent Strategy & Tactics meeting. She looked at me...

Naples, Florida, and its luxury lifestyle offers unique opportunities for savvy investors. Among the various strategies available, using...

A conversation with Heather Clegg We seek to know who you are, what you value, and what keeps you up at night. While it's easy to view...

There are four factors that drive your long-term investment results: 1.    Your asset allocation 2a.   The price you pay 2b.   Your costs...

Secure Your Legacy with Generational Strategies For over three decades, Generational Strategies Group has been a trusted partner for...

Many people have been trained to think that simply because they are getting older that they should be more conservative with their...

Pixels Hunter | shutterstock As the 2024 U.S. presidential election approaches, many investors are anxious about the impact politics...

gopixa | shutterstock Coming into 2023, Wall Street strategists’ consensus forecast for the markets was that we were headed for a...

The Impact of United Way’s VITA Program on Collier County RomanR As the winter sun casts its golden glow over this tropical paradise we...

Bennian As inflation continues to show signs of cooling, the Federal Reserve has signaled that it intends to cut short-term interest...

Number1411 This year, the performance gap between investment benchmarks is staggering. Growth stocks are full speed ahead, while value...