Moving Markets

Moving Markets is your solution for keeping up with the ever-changing financial markets. Navigating the economic landscape by interpreting news and market trends can be daunting. JR Gondeck, Partner and Managing Director of The Lerner Group at Hightower Advisors, will be tackling these issues and many more. Their team was founded by academic Eugene Lerner who brought decades of knowledge to their practice. Built on an educational foundation, the teams core value is the continued education of their clients.

Family Value at Risk (FVR)

Welcome to the FVR blog! When you think of wealth, what’s the first thing that comes to mind? Naturally, we think of wealth as money. That is not always the case, wealth is so much more than money. Wealth can be your values, family, friends, it’s your legacy! This blog is designed to guide you through the different stages of what we call, the Family Value at Risk approach. This includes:

• Completing a Net Worth Statement
• Building a Financial Plan
• Reviewing your Estate Strategy
• Helping you create a Legacy Statement
• Provide Guidance for your Family Meeting

Vanessa N Martinez, managing director and partner, and co-author of Family Value at Risk, will be your guide through this journey. She will provide you with the tools necessary to support your family as you build a legacy that is wealthier than money!

Retirement Perspective

The Retirement Perspective offers strategic financial ideas and solutions on retirement planning topics that will resonate with individuals approaching or in retirement. Subjects covered offer readers valid, applicable action steps that can help with planning for the next chapter of life, retirement. The goal of The Retirement Perspective is to bring to light the need to change and make informed decisions – that maybe you didn’t have to think about before.

Money Mentor YP

Hello and welcome to MoneyMentor YP, a financial blog for young professionals. My goal is to provide practical, actionable financial advice that you can apply to your own life. This source will share various viewpoints and personal experiences to help make sense out of the financial road we all have ahead of us. Each piece will tackle current events and topics that young professionals encounter throughout their careers.

Blueprint 4 Growth

Blueprint 4 Growth features “timely & timeless” ideas and best practices of high-performance growth firms focused on building the “practice of the future.” 

One of the central organizing principles is to ensure “Best Fit” when considering growth through creating strategic alliances or mergers/acquisitions. In today’s over-heated merger and acquisition marketplace few buyers and sellers look beyond the numbers to ensure the right foundational principles are put in place.

By focusing first on the key drivers of “Best Fit” such as culture, talent development and scale; the growth horizon of the practice benefits dramatically.