Category

★ Featured

Spine of open book with fanned pages

VALUABLE ADVICE FOR NEW GRADUATES – PRACTICAL AND LIFE LESSONS

By | FAMILY OFFICE, ★ Featured | No Comments

It is hard to believe it is that time of year again. The next class of high school and college seniors will soon don their caps and gowns and embark on the next chapter of their lives. That said, it is the opportune time to impart our best advice for these two groups of graduates. The following lists include both practical suggestions in the areas of career and finances, as well as general words of wisdom we would offer younger versions of ourselves given what we have learned over the years.

Read More
Mans hand stacking quarters

GIVEN THE NEW TAX LAW, SHOULD I CHANGE THE WAY I THINK ABOUT MY CHILD’S 529 ACCOUNT?

By | FAMILY OFFICE, ★ Featured | No Comments

529 education-savings accounts have gained popularity in recent years due to the steep increase in college tuition costs. According to the latest data from the College Savings Plans Network, assets in 529 accounts grew to $275 billion in 2016 from $106 billion a decade earlier. The primary benefits of 529 accounts include no income tax on investment gains, tax-free withdrawals for qualified expenses, and tax deductions on contributions in some states.

Read More
Business section heading of newspaper

THREE THINGS THE LARGEST U.S. PRIVATE COMPANY HAS DONE RIGHT

By | FAMILY OFFICE, ★ Featured | No Comments

Cargill is undoubtedly an exception to the old proverb: “Shirtsleeves to shirtsleeves in three generations.” Cargill is the largest private company in the United States with 150,000 employees and nearly $110 billion in annual revenue and has made it to generation seven.

The farm-to-fork conglomerate that supplies McDonald’s, Unilver, Coca-Cola, to name a few, originated as a single grain elevator in Iowa back in 1865…

Read More