Posts by Marissa Barnhill
Private Banking vs. Wealth Management: Key Differences Explained
In recent years, the demand for personalized financial services among high-net-worth individuals (HNWIs) has surged. According to a report by Capgemini, the global HNWI population grew by 5.1% to 22.8…
Read MoreWho Are High-Net-Worth Individuals?
High-net-worth individuals (HNWIs) are defined by their substantial financial assets, typically amounting to $1 million or more in liquid assets (assets that can be quickly and easily converted into cash).…
Read MoreVenture Capital and Angel Investing: Opportunities for High-Net-Worth Individuals
In the ever-evolving landscape of wealth management, high-net-worth individuals (HNWIs) are constantly seeking new avenues to grow and diversify their portfolios. Among the variety of investment options available, venture capital…
Read MoreUnderstanding Legislative Risk: What It Means for Your Retirement
Did you know that legislative changes can drastically alter the landscape of your retirement plans? When laws and regulations shift, the ripple effects can impact everything from Social Security benefits…
Read MoreWhat Are Alternative Investments?
When most people think about investing, they think of stocks, bonds, and perhaps mutual funds. These traditional investments are the mainstays of many portfolios, accessible and relatively straightforward. Stocks offer…
Read MoreHow to Plan a Summer Vacation on a Budget
When it comes to making the most out of our summer vacations, the art of budget travel can be the gateway to exploring new destinations without straining your finances. Traveling…
Read MoreRoth Conversion Ladders Explained: What You Need to Know for Tax-Free Growth
In the landscape of retirement planning, being knowledgeable about the various investment options available can greatly enhance your financial security. One particularly effective tool is the Roth IRA, which offers…
Read MoreNavigating the Complexities of Advanced Estate Planning
Estate planning is a critical step in directing how your assets will be distributed, providing peace and protection for you and your family. Beyond drafting a simple will, advanced estate…
Read MoreYour Legacy, Your Terms: A Beginner’s Guide to Estate Planning
Estate planning might sound complex or like something only wealthy individuals need to worry about, but it’s a straightforward and essential process for everyone. In essence, estate planning is the…
Read MoreLeaving a Legacy: How to Plan Your Charitable Giving in Retirement
Retirement marks a significant transition, not just from work to leisure, but also in how individuals can contribute to the causes they hold dear. For many retirees, the desire to…
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