Minimizing state planning transfer tax requires strategically leveraging exemptions, deductions, and trusts.

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

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

Impact investing generates returns and grows wealth while also supporting important causes.

Are wealth advisors worth it? The question depends on an investor’s needs, goals, and interest in self-managing.

The right crypto portfolio allocation strategy requires careful consideration of goals and risk tolerance.

The 2024 annual Long Angle retreat brought together over 150 members of the high-net-worth community.

Self-directed IRAS provide the flexibility to invest in assets beyond the standard offerings of stocks, bonds, and mutual funds.

Knowing how to manage a windfall means addressing financial, psychological, and relational elements.

Angel investing 101 suggests carefully weighing the investment risks and focusing on long-term gains.