Wealth and finance industry story-based white papers, case studies, reported stories, blog posts, thought leadership. Also: personal finance, small business development, and family business. Research expert.
Should You Buy a 'Boring' Business? A First-Time Buyer's Guide to Evaluation
Niche, "boring" businesses — such as laundromats, vending machines, or self-storage facilities — offer a compelling combination of tangible assets, predictable performance and accessible entry points. If you've never owned a business, this guide is for you.
How Tariffs Could Impact Your Personal Wealth
As tariff rates fluctuate and trade relationships evolve, you may face new challenges in protecting and growing your assets. For investors and business owners, understanding how tariff policies affect personal wealth is essential — and not just for daily financial decisions.
Is It Tariffs or Corporate Price Gouging? How to Tell the Difference
The debate over whether U.S. companies are merely passing along tariff costs or exploiting them for extra profit has recently intensified. Here's help telling the difference.
From Aspiring to Achieving Mass Affluence: Strategies to Make the Leap
Moving from $100,000-$200,000 in investable assets to $500,000 and beyond isn’t about luck. It’s about forging smart habits now that compound significantly over time. For high‑earning professionals, families nearing kids’ college graduations, or those with recent promotions, this leap is realistic and within reach. This guide can help you build momentum. But that starts with shifting your mindset – the most important place to start.
Six Ways to Protect, Preserve and Restore Your Wealth in Any Economic Environment
Investors face ongoing economic volatility, particularly related to government fiscal policies. So, it’s essential you adopt strategies that go beyond conventional advice to protect, preserve and restore your wealth. Here are six practical approaches that can help you navigate uncertainty, protect your assets and position your portfolio for long-term growth.
Why Affluent Older Adults Are Prime Targets for Financial Fraud
You’ve worked your whole life to build your nest egg. But that very success makes you a magnet for fraudsters. Scammers regularly target older adults (those 60 and older), especially those whose net worth tops $500,000. The reason is simple: They see you as a prime money-making opportunity. Here's how to prevent being defrauded when you're 60+.
How to Spot and Avoid Investment Scams
Affluent investors are not immune to fraud. In fact, their wealth and appetite for high-return opportunities often make them prime targets for investment scams. Here's how to protect yourself.
Renovate Without the Hassle: Synovus Makes Luxury Home Upgrades Effortless
You've finally decided to turn your charming but outdated beach house into the luxury retreat you envisioned. Or maybe you're ready to move forward with that long-awaited gourmet upgrade of the kitchen in your primary residence. But you want it to be effortless. Here's how a Synovus renovation loan can help. (This is a marketing piece.)
A Landmark Dealmaker
Lisa Lim ’86 says Wellesley instilled in her a drive to solve complex problems and create opportunities for communities. In our interview, she discussed her almost 30-year legal career and describes how her education helped her become a prominent New York City real estate dealmaker.
Sleeper Accounts: How To Protect Your Finances From This Hidden Threat
Sleeper accounts are fraudulent bank accounts opened using stolen personal information.1 These accounts can remain inactive for extended periods before being exploited for illicit activities. However, they may get used right away, and without your knowledge. To protect your financial well-being, it's crucial to understand how sleeper accounts operate — and how to prevent someone from opening one in your name.
Protect Your Wealth With the Right Liability Insurance
For affluent individuals and families, the possibility of liability claims can threaten their hard-earned wealth. While 92% of households express concern about potential lawsuits, only 28% carry enough liability insurance. This means many individuals face a significant coverage gap that could lead to significant losses. That's why the right liability insurance is essential. Here's what to consider.
The High Cost of Belonging: Safeguarding Your Wealth Against Affinity Fraud
Affinity fraud can pose a significant threat to you, especially during social and community gatherings where trust within the group is high. The close nature of these groups often leads members to invest based on trust rather than due diligence. That makes them prime targets for such schemes. Fraudsters take advantage of these relationships to convince victims that an investment opportunity is exclusive, safe and endorsed by their peers. Here's how to prevent affinity fraud.
Navigating the Emotional Landscape of Wealth
Wealth brings multiple wonderful opportunities, but it can also present unique emotional challenges in your life. With significant financial success often comes a complex psychological landscape filled with unexpected burdens and threats. Learning how to navigate them can preserve your mental health--and your wealth.
Seeds of a legacy
For 150 years, Black-owned Gilliard Farms has remained both ahead of its time and rooted in history. Here's its story.
How to Avoid Five Common Pitfalls During Wealth Transfer
Transferring wealth to the next generation is a complex process fraught with potential pitfalls. Not understanding the most common mistakes in the process can lead to multiple issues, including fractured family relationships. Here are some common pitfalls, along with strategies for overcoming them to ensure a smooth and effective transfer of wealth to your heirs.