High-Net-Worth Insights
Navigating Economic Uncertainty: Expert Analysis on Tariffs, Recession Risk, and Investment Strategy
Former Bridgewater CIO Bob Elliott analyzes tariff impacts on the economy, recession probability, and effective investment strategies for today's volatile market environment.
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.
The Boglehead 3 Fund Portfolio: Does the Strategy Change When the Numbers Get Bigger?
Discover the Boglehead method, a low-cost and diversified approach that scales from new investors to ultra-high net worth individuals.
How to Use a 529 Plan for Estate Planning
A 529 plan for estate planning can help reduce taxable estate, grow wealth tax-free, and provide a financial legacy.
Oil and Gas Investing: Outlook, Benefits, and Best Practices
Oil and gas investing can bring strong returns but also requires careful planning and due diligence.
How to Choose a Family Office Structure
Family office structures include Single-Family Office (SFO), Multi-Family Office (MFO), and Virtual Family Office (VFO).
Navigating Transfer Tax While Estate Planning
Minimizing state planning transfer tax requires strategically leveraging exemptions, deductions, and trusts.
Charitable Giving Strategies for High-Net-Worth Investors
Charitable giving strategies allow high-net-worth individuals to give back in a tax-efficient way.
How to Invest in Gold: Physical, ETF, and Mining Stock Allocation Strategies
Knowing how to invest in gold (including physical, ETFs, and stocks) means balancing risk, liquidity, and tax considerations.
Impact Investing: Using Wealth to Give Back
Impact investing generates returns and grows wealth while also supporting important causes.
Are Wealth Advisors Worth It?
Are wealth advisors worth it? The question depends on an investor’s needs, goals, and interest in self-managing.
The Ideal Crypto Portfolio Allocation Strategy
The right crypto portfolio allocation strategy requires careful consideration of goals and risk tolerance.
The Long Angle 2024 Annual Retreat
The 2024 annual Long Angle retreat brought together over 150 members of the high-net-worth community.
Self-Directed IRAs for High-Net-Worth Individuals
Self-directed IRAS provide the flexibility to invest in assets beyond the standard offerings of stocks, bonds, and mutual funds.
How to Manage a Windfall
Knowing how to manage a windfall means addressing financial, psychological, and relational elements.
Angel Investing 101 for High-Net-Worth Individuals
Angel investing 101 suggests carefully weighing the investment risks and focusing on long-term gains.
Introducing Long Angle Premier Membership
Long Angle is excited to launch Premier, an optional paid membership tier that unlocks discounts and early event access.
Starting a Roth IRA for Kids in HNW Families
A Roth IRA for kids is an effective way for high-net-worth families to maximize retirement savings long-term.
Short-Term Investment Options for High-Net-Worth Individuals
From money market funds to crypto, these short-term investment options help high-net-worth investors diversify their portfolios.
Umbrella Insurance Cost and Coverage
Is the additional coverage worth the umbrella insurance cost for high-net-worth individuals?
Long Angle is a vetted community designed for high-net-worth individuals seeking like-minded peers.