Specialized Solutions for Clients with More Sophisticated Needs
We’re proud to work with clients from all backgrounds, either planning for their retirements or already enjoying them. Each is a difference maker. Clients with more complex financial circumstances find that our approach is especially valuable.
Our Latest Insights
Thought Leadership
2024 Q3 Investment Commentary
Performance At the top level, both stocks and bonds moved higher in the second quarter. However, in a reflection of the uncertainty affecting the U.S. economy at large, variance among … Continued
Thought Leadership
Financial Independence: Defining What It Means for You
At Planning Alternatives, we’ve had the privilege of guiding high-net-worth families toward financial independence for decades. Through our work, we’ve come to understand that financial independence means something different to … Continued
Thought Leadership
Navigating The Unpredictable: Financial Tips for Building Wealth Resilience
Life has a way of throwing curveballs when we least expect them. In our decades of practice, we’ve witnessed clients face a range of challenging situations: These events not only … Continued
Thought Leadership
Spring Cleaning for Your Finances
Spring Cleaning for Your Finances: How to Declutter without Losing Important Records Just like your home or backyard, your financial documents can benefit from a spring cleaning. However, knowing what … Continued
Thought Leadership
Great Wealth Transfer
Passing the Torch: Taking Generational Differences into Account When Planning a Family Wealth Transfer Coined the “Great Wealth Transfer,” an estimated $84.4 trillion in family wealth will change hands by … Continued
Market Insights
2024 – Q2 Investment Commentary
Performance Performance The stock market rally that began in earnest last October continued in the first quarter of 2024, as major U.S indices across the investing spectrum reached fresh record … Continued