Posts tagged ‘high net worth’

The reality of the new tax reality

If you filed your tax bill earlier this year, chances are it wasn’t pretty. I polled a group of key advisors and asked if the new tax reality had sunk in with their business owner clients, and the overwhelming majority answered, “NO!”

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So you think you’re the only one?

Did you know that nearly one in three affluent investors uses more than one financial professional?1 And, while many of these investors have specific reasons for doing so, many more do not. Instead, they tell us “it just worked out that way.” Recently, Principal Funds teamed up with Cogent…

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