by Lance Roberts
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| What are the smartest ways affluent families transfer wealth efficiently—and what mistakes should you avoid? Richard Rosso & Devoda Owens share wealth transfer strategies from the simplest approaches to more advanced planning techniques, starting with foundational tools like annual gifting and using lifetime exemptions. Also explaining how to think about asset selection—what to gift now versus what to hold for a step-up in basis. #WealthTransfer #EstatePlanning #TrustStrategies #FinancialPlanning #HighNetWorth |
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3-13-26 The Psychology of Spending in Retirement
2026-03-13
Retirement income planning isn’t just about withdrawal rates, portfolio construction, or tax strategies. For many retirees, the hardest part of retirement is psychological, not mathematical.
RIchard Rosso & Jonathan McCarty explore the psychology behind retirement spending decisions, including why retirees frequently leave large amounts of wealth unused and how behavioral finance shapes income planning.
#RetirementPlanning #RetirementIncome #BehavioralFinance #FinancialPlanning #InvestorPsychology
3-10-26 Is Private Credit The Next Crisis? The Real Risk Explained
2026-03-10
Concerns about private credit have been rising recently, but the current situation appears to be a localized credit event rather than the start of a systemic crisis.
Years of abundant capital chasing yield pushed lenders to loosen standards, leading to weaker loans and higher risk.
As problems emerge, investors in private credit funds may request redemptions (as we have seen recently with Blackstone), putting pressure on these funds because they hold illiquid assets and often limit withdrawals.
While this can cause short-term stress and headlines, the scale remains small relative to the global financial system and is unlikely to trigger a crisis similar to 2008.
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