Inflation Implications

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Inflation Implications

Inflation has been the hot button topic of the year. Seemingly every article, news segment, or social media post in regard to the market or economy will include at least some reference to inflation and the role it plays. Most of these references are about its effect on the consumer or how it has changed outlooks for various companies. What perhaps is lesser known, however, is the role CPI has in many government-stipulated figures such as Social Security benefits, qualified plan contribution limits, and income tax brackets. This article will focus on the various figures that are, in one way or another, tied to the CPI and its implications for American investors and retirees.

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Family Wealth Reporting - Family Office Services

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Family Wealth Reporting - Family Office Services

Across every level of wealth, it is important to have continuous insight on the immediate financial picture of the family. As the scale and complexity of wealth increases, so does the need for the ability to observe the totality of the balance sheet. Similar to an air traffic controller, it is imperative that a family office team have the ability to monitor each element of the assets and liabilities of the families they serve. This piece will focus on consolidated reporting and technology for managing family wealth.

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