High-Net-Worth Insights

Matthew Gutierrez 2/5/25 Matthew Gutierrez 2/5/25

3% Rule (or 4% Rule) vs. Dividends: Optimizing Your Retirement Spending Strategy

Unsure whether to follow a 3% or 4% withdrawal rate or rely on dividends? Explore the key factors to optimize your retirement income strategy.

Matthew Gutierrez 1/22/25 Matthew Gutierrez 1/22/25

Discover the Boglehead method, a low-cost and diversified approach that scales from new investors to ultra-high net worth individuals.

Tess Nakaishi 12/9/24 Tess Nakaishi 12/9/24

A 529 plan for estate planning can help reduce taxable estate, grow wealth tax-free, and provide a financial legacy.

Tess Nakaishi 12/2/24 Tess Nakaishi 12/2/24

Family office structures include Single-Family Office (SFO), Multi-Family Office (MFO), and Virtual Family Office (VFO).

Tess Nakaishi 11/25/24 Tess Nakaishi 11/25/24

Charitable giving strategies allow high-net-worth individuals to give back in a tax-efficient way.

Tess Nakaishi 11/20/24 Tess Nakaishi 11/20/24

Knowing how to invest in gold (including physical, ETFs, and stocks) means balancing risk, liquidity, and tax considerations.