Create an Estate Plan that Defines Your Legacy “If you’re going to live, leave a legacy. Make a mark on the world that can’t be erased.” – Maya Angelou An estate plan helps you take control of your legacy, distribute your wealth according to your wishes and share your values with loved ones. In […]
Helping Today’s Youth Believe They Can Mentors change lives. That’s why Harvard’s Center for Health Communication designated January as National Mentoring Month, a yearly campaign to raise awareness of the positive effects of mentoring and encourage people to become a mentor. Why mentor? Giving a little of your time can make a big impact, as […]
7 Exercises for Your Financial Health In addition to keeping yourself physically fit, you want to stay healthy financially. Consider Luma Wealth your ‘personal wealth trainer,’ providing guidance to help you achieve your wealth goals. Here are seven financial exercises we recommend as a start, and we promise that you won’t break a sweat. […]
Five Tips for Setting Attainable Goals For many people, making resolutions is hard and keeping them even harder. By taking some time to reflect upon what’s truly important to you, you can set yourself on the path to success with resolutions you can keep in the new year. Here are some ideas that may help: […]
Learning from a Luminary Leader’s Uncommon Path to Success More than 30 Luma Wealth clients and guests toasted to the success of Luminary Leader, Tari Rivera, founder and president of Regency Construction Services, Inc., one of the largest construction services companies in the Cleveland region. With quiet confidence and humor, Tari took the audience along […]
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 […]
Economic Indicators Positive for Months Ahead Luma Wealth’s Chief Investment Officer, John Silvis, and his team regularly review a range of economic data to forecast what to expect for the economy. Here are some of the data they’ve analyzed, which suggest the economy should continue to be strong in the near term. November, December […]
A Q&A on your Child’s Tax Liability Once upon a time, high-income families could reduce their tax burden by shifting income to their children. Many took advantage of this loophole by putting investments in their child’s name to take advantage of their lower tax rate. The kiddie tax was introduced in the mid-1980s to limit […]
Why We are Thankful for Mary Virginia Merrick Mary Virginia Merrick, born on November 2, 1866, was a pioneer and a visionary who established the Christ Child Society in 1887 to help children and their families. Paralyzed from a fall as a teenager, she spent her life in a wheelchair yet continued to serve others […]
When You’re Not Ready to Bow Out Are you winding down your primary career, but not quite ready to retire? Stay engaged and continue generating income through an encore career, which can provide immense emotional, mental, social and other benefits, including: A financial boost beyond a salary. When you work longer you may: Reduce […]
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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.