We are encouraged by the broader gains in the U.S. equity markets during the last two quarters as the perceived likelihood of a 2024 recession receded. The economy and corporate earnings appear to be on stable ground as well. However, we also see caution signs for 2024. As before, these quarterly client reports are now available for prospective investors as well.
How can high-net-worth families and individuals create a legacy through philanthropy? For many high-net-worth investors, charitable giving may be essential to a long-term retirement, estate, and tax planning strategy. Your wealth manager can chart a course to achieve your overall goals.
Selling your business can be one of the most rewarding financial experiences in your life. You’ve worked hard to build a successful enterprise, and have earned your new wealth, whatever its size.
As a successful professional, you may be making substantial income now, or have the potential to build significant wealth throughout your career. This is when it is time to have a long-term financial plan in place. But where should you begin?
Do you need help managing your wealth? The answer depends on many factors, including how complicated your finances are, how comfortable you manage money, and where you are in your life stage.
Independent Omaha Firm Expands on 35-Year Success to Manage Over $600 Million in Assets for Individuals, Institutions and Foundations Lawson Kroeker Investment Management has announced the merger of Lawson Kroeker with Red Cedar Capital, LLC. The merger is expected to...
Worried about how to reduce taxes when transferring wealth to your children? Get your guide now.