This in‑depth guide reveals current benchmark rates, factors affecting pricing, and insider strategies to negotiate top deals on flexible, non‑conforming loans

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.

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.

Long Angle is excited to launch Premier, an optional paid membership tier that unlocks discounts and early event access.