Be Your Best You Each new year inspires us to think about changes we can make for the better. In this issue of the Bulletin, we provide tips and suggestions to help motivate you to work toward your resolutions and goals for your professional life, your health and your finances in the year ahead. Read […]
Crain’s Cleveland Business has named Luma Wealth CMO Kristen Lucas one of the 2019 Forty Under 40. These 40 leaders offer a snapshot of all that’s best about Northeast Ohio. While a mix of hometowners (like Kristen), transplants and immigrants, they all share a love for and a commitment to the region. Her […]
Make Yourself a Priority In this issue of the Bulletin, we leverage the change of seasons to start a conversation about transition and rebirth to inspire your self-care. Too many women don’t prioritize taking care of themselves – yet, during times of transition, it’s especially important to stay mentally and physically healthy. Read the Bulletin […]
Joining the family business Having a family business to go into can be a blessing, but there may also be some interesting challenges. To begin with, you need to figure out the right time to join. Should you jump in right out of school or work elsewhere first to get outside experience? When you do […]
Creating an Ethical Will When you’re planning your legacy, you think about preparing an estate plan for the distribution of your assets, but have you considered preparing an ethical will? In this issue of the Luma Wealth Bulletin, you’ll learn about sharing your story, values, hopes and dreams with future generations and: • The benefits […]
InvestmentNews has recognized Heather Ettinger as a 2019 Icons and Innovators honoree. Heather was chosen from several hundred nominations to make the list of 10 Innovators and one Icon, Sheryl Garrett, founder of Garrett Planning Network. Each of the advisers and executives who made the third annual InvestmentNews Icons and Innovators list were chosen […]
After a lifetime of encouraging your family members to get along, you don’t want to rock the boat when it comes to preparing your will. In this issue of the Bulletin, you’ll learn: Why communication is key to estate planning (hint: it helps you make more informed decisions) How you can teach your heirs to […]
If you’re looking for a reason to pack your bags and explore the world, we offer you five in this issue of the Luma Wealth Bulletin. In our vacation planning issue, you’ll discover: Five reasons to take a vacation: Your wealth plan should include strategies for enjoying your wealth, and travel is something that can […]
Luma Wealth Founder Heather Ettinger is one of the professionals quoted in this Redbook article aiming to help women maximize their efforts at every stage of life. Whether you are just entering the workforce or sliding into your 60s, here are some tips to help you feel confident about reaching your long-term financial goals. Read […]
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This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors.
All data and information reference herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice. The team and HighTower shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice.
This document was created for informational purposes only; the opinions expressed are solely those of the team and do not represent those of HighTower Advisors, LLC, or any of its affiliates.