As a generation of Americans grows older, a considerable amount of their personal wealth is transferring to younger family members. In fact, $60 trillion dollars is expected to change hands by 2026.
Robo-advisors have been heralded as the “future of investing” by their fans, but can computer algorithms really replace human financial advisors?
Congratulations to our leader and Managing Partner, Todd Rustman, for being awarded his 7th 5 Star Professional - Wealth Manager award! We are so proud of his hard work and accomplishments! Way to go, Todd!
Each type of investment has specific strengths and weaknesses that enable it to play a specific role in your overall investing strategy. Some investments may offer growth potential. Others may provide regular income or relative safety, or simply serve as a temporary place to park your money. And some investments may even serve to fill more than one role.
Our Managing Partner, Todd Rustman, was recently featured in Riviera Magazine for his time at the "Sunday in the Vineyard" event, held at the Marconi Automotive Museum. This great event benefitted at risk children in the OC area.
As you may have seen, the Chinese and European markets are having a bit of a tough start to their week. The Chinese Market has officially declined to a “bear” market; meanwhile, Greece has wreaked havoc on the European Union because of the lack of payback for continual loans to the country. As of Monday, June 29, 2015, Greece has shut banks and their Athens Stock Market down.
For many affluent families, the best option to keep their family wealth for generations is to create a "Family Office" that manages all things money. The Multi-Family Office platform that Clarity Capital Partners offers gives the freedom and peace of a Family Office to those who desire to do the same for their own assets (from $25-$200 million).