Umbrella insurance can be the difference between a bad day and a financial disaster. We asked our strategic insurance partner to answer the five most common questions Long Angle members ask about coverage limits, valuable items, high-deductible strategies, and more.

Wondering if you're saving too much in your 401(k)? Learn the risks, tax implications, and smarter strategies for high-net-worth investors in 2025.

Former Bridgewater CIO Bob Elliott analyzes tariff impacts on the economy, recession probability, and effective investment strategies for today's volatile market environment.

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

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

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

Oil and gas investing can bring strong returns but also requires careful planning and due diligence.

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

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.