Independent Thinking

Date Article Name Author
August 4, 2023Successful Families: Transferring Assets and ValuesJustin MillerDownload PDF
August 4, 2023Is Demography Destiny?Brian PollakDownload PDF
August 4, 2023Gauging Your Estate Plan’s SuccessMichael CozeneDownload PDF
August 4, 2023Affluent Baby Boomers and Inflation: The Good, the Bad, and Some OptionsJeff MaurerDownload PDF
March 21, 2023The Beauty of Investment DiversificationJohn ApruzzeseDownload PDF
March 21, 2023Selling Your Company? Don’t Leave Money on the TableJustin MillerDownload PDF
March 21, 2023All in the Family: Planning with Sprinkling TrustsKate MulvanyDownload PDF
March 21, 2023Successful Succession Planning: A Continuous ProcessJeff MaurerDownload PDF
December 1, 2022Orienting in a Changing Investment LandscapeJohn ApruzzeseDownload PDF
December 1, 2022Keeping Interest Rate Rises in PerspectiveHelena JonassenDownload PDF
December 1, 2022Special Needs Trusts: Protecting the Whole Family with Wealth PlanningKaren Francois and Jay SpringerDownload PDF
December 1, 2022Aging with Attitude (and Gratitude) Jeff MaurerDownload PDF
July 1, 2022Investing in a Low-Resource WorldJohn ApruzzeseDownload PDF
July 1, 2022Bear Markets: Inevitable but ManageableJeff MaurerDownload PDF
July 1, 2022What’s in Your (Digital) Wallet? Estate Planning for Crypto and NFT AssetsTom OlchonDownload PDF
July 1, 2022Gifting and Letting Go: Emotional and Practical PerspectivesJustin MillerDownload PDF
March 8, 2022Echoes of the Past in a New EconomyBrian PollakDownload PDF
March 8, 2022Powering Up: Technology Continues to Drive the Markets John ApruzzeseDownload PDF
March 8, 2022Now What? Time to Revisit GoalsJeff MaurerDownload PDF
March 8, 2022Preparing the Next Generation for SuccessJustin MillerDownload PDF
March 8, 2022A Formula for Maximizing Gift ExemptionsAlex Lyden-HornDownload PDF
October 20, 2021Inflation Hedges: What’s in Your Portfolio?John Apruzzese and Brian PollakDownload PDF
October 20, 2021Estate Tax Planning: Act Now, Before It’s Too LateJustin MillerDownload PDF
October 20, 2021Planning With Purpose: Non-Charitable Purpose TrustsAlex Lyden-HornDownload PDF
October 20, 2021Wealth Planning in Markets Too Good to LastJeff MaurerDownload PDF
July 1, 2021Who’s Afraid of Inflation?John ApruzzeseDownload PDF
July 1, 2021Tax Change Proposals: Don’t Panic, but Start Making PlansHelena JonassenDownload PDF
July 1, 2021Crossing the Delaware: Directed Trusts For Complex FamiliesAlex Lyden-HornDownload PDF
July 1, 2021Constructing a Family Financial ScaffoldJeff MaurerDownload PDF
March 1, 2021What Next? Investing in a Changed WorldJohn ApruzzeseDownload PDF
March 1, 2021Jason Sobol on Business Transaction PlanningJason SobolDownload PDF
March 1, 2021Home Is Where the Tax Exemption Is: Placing Property in Trust NowTom OlchonDownload PDF
March 1, 2021Waiting for Another Brief and Shining Moment: Preserving the ArtsJeff MaurerDownload PDF
November 1, 2020A Time to Diversify: Reassessing the 60/40 PortfolioJohn Apruzzese and Brian PollakDownload PDF
November 1, 2020Sticking with the Plan: Wealth Strategies Ahead of Tax IncreasesJulio Castro and Jen TseDownload PDF
November 1, 2020Beyond the Balance Sheet: Planning for GenerationsKate MulvanyDownload PDF
November 1, 2020We’ve Got This: Aging with Grace and JoyJeff MaurerDownload PDF
July 1, 2020Bridging the Disconnect: The Markets and the EconomyJohn ApruzzeseDownload PDF
July 1, 2020Planning and Thriving in a Digital AgeAshley Ferriello Download PDF
July 1, 2020Mind the Gap: Fiduciary Risk in ESG InvestingChris ZanderDownload PDF
July 1, 2020Prepared for Anything with Good Technology and Good AdviceJeff MaurerDownload PDF
April 1, 2020Staying Focused When the Going Gets ToughJeff MaurerDownload PDF
April 1, 2020Weathering the Storm: Portfolio Investing in a PandemicJohn ApruzzeseDownload PDF
April 1, 2020Time to Plan? Five Powerful Wealth Transfer StrategiesHelena JonassenDownload PDF
April 1, 2020Questions & Answers in Practicing Self-DefenseKate MulvanyDownload PDF
December 1, 2019Powerful Protection in a Low Interest Rate ClimateJohn ApruzzeseDownload PDF
December 1, 2019Taking the Reins: An Interview with Chris ZanderChris ZanderDownload PDF
December 1, 2019Time to Retire?Jeff MaurerDownload PDF
December 1, 2019Business Transition Planning: It's PersonalDaniel StolfaDownload PDF
December 1, 2019Hidden RIsks in Selling a BusinessStacie PriceDownload PDF
August 1, 2019Delayed Impact: the U.S. Deficit and InvestorsJohn ApruzzeseDownload PDF
August 1, 2019Gray Divorce: Dividing Assets in Middle Age Jeff MaurerDownload PDF
August 1, 2019Florida Bound: Moving to a Warmer [Tax] ClimateHelena JonassenDownload PDF
August 1, 2019Gifting: Time to Accelerate Plans?Ross SaiaDownload PDF
April 1, 2019Prospering in a Low-Growth WorldJohn ApruzzeseDownload PDF
April 1, 2019Ralph Schlosstein on Culture and CapitalismRalph SchlossteinDownload PDF
April 1, 2019Encouraging Next-Generation SuccessJeff MaurerDownload PDF
April 1, 2019Planning and Investing for a Longer – and Happier – LifeAshley FerrielloDownload PDF
April 1, 2019Protecting Cryptocurrency in TrustsTom OlchonDownload PDF
January 1, 2019Staying on Course: Investing for the Next 10 YearsJohn ApruzzeseDownload PDF
January 1, 2019Planning in a Changing Wealth LandscapeChris ZanderDownload PDF
January 1, 2019Choosing an Advisor: A Legal PerspectiveRuth CalamanDownload PDF
January 1, 2019Stuff Happens: Managing Life’s Major TransitionsJeff MaurerDownload PDF
October 1, 2018Moving On: Preparing to Exit Your BusinessDaniel StolfaDownload PDF
October 1, 2018Charting a Path Through Market DownturnsJeff MaurerDownload PDF
October 1, 2018Sustaining Your (Financial) RelationshipKate MulvanyDownload PDF
October 1, 2018Wading into Troubled Waters: China and the United StatesJohn ApruzzeseDownload PDF
July 1, 2018Investing as Disruption AcceleratesJohn ApruzzeseDownload PDF
July 1, 2018Passion Plays: Investing from the Heart and the HeadIain SilverthorneDownload PDF
July 1, 2018Estate and Gift Tax Exemption: Use it or Lose itKaren FrancoisDownload PDF
April 1, 2018A Fine Balance: Managing Portfolios in Buoyant MarketsJohn ApruzzeseDownload PDF
April 1, 2018Thoughtful Giving to HeirsPam LundellDownload PDF
April 1, 2018Our Financial JourneyJeff MaurerDownload PDF
April 1, 2018I Am a Trust Beneficiary – Now What?Helena Jonassen, Kate Mulvany and Ashley FerrielloDownload PDF