Financial planning advice for individuals and families is at last transforming an industry long obsessed with trying to get the highest returns on investments. Today, the true value of a great advisor is found in the things they do on the periphery o...
More than half of the U.S. population - roughly 166 million people - are women, many of whom control their families’ wealth. The sheer number emphasizes that women’s planning needs are critical to our industry. However, I would caution against lumping them into a singu...
The next industry revolution in financial services is already here.
In the 30+ years that I have been in this business, I have never seen the sort of change and opportunity that is taking place regarding client needs and their increased expe...
In Neil Postman’s book, Amusing Ourselves to Death, he described a world in which audiences were able to endure hours of dialogue in a single sitting. That long-ago time was during the Illinois Senatorial debates between Abraham Lincoln and Ste...
2019 marks a milestone in our firm’s history. It is as much a landmark for determining our future as it is for celebrating our past. Our firm was launched as D.B. Root & Company in 1994, and for 25 years we have grown amid the many changes within our industry.
This is an exclusive "Hedgeye Investing Summit" interview between wealth manager David Root and Hedgeye CEO Keith McCullough. It aired on March 19, 2019.
Important Disclosures:
The information and comments contained in this video are provided for general informational pu...
The Roth IRA is an excellent retirement savings tool for young professionals. It provides benefits from a tax perspective and via compounding growth. With a Roth IRA, you can contribute up to $5,500 after-tax dollars for tax year 2018 (you still have...
Two areas we focus on in our Financial Planning process, tax advising and charitable giving, tend to come together at this time of year. One way you can boost your charitable giving while saving on taxes is by giving stock from your personal invest...
High net worth individuals work hard for their money. Successful (and wealthy) people set high expectations of themselves, and any financial advisor who works with them needs to do the same. Clients are demanding, and rightly so. They also expect the...
