Discover money lessons that set children up for success. In no uncertain terms, youth who participate in early financial literacy programs make better financial decisions later in life. Based on 76 empirical studies across 33 countries, the Financial Industry...
November 2024 - NewsletterSidestepping ScammersTo recognize the cessation of hostilities in World War I, November 11 became a federal holiday in the U.S. in 1938. Less than two decades later, in 1954, Congress amended the 1938 act, changing the name of the holiday...
October 2024 - NewsletterSidestepping ScammersRecently, clients have been expressing concern regarding cybersecurity. Since October is "cybersecurity awareness month", we thought it was a good time to review some basics on how to "sidestep scammers".Fraudsters are...
September 2024 - NewsletterLuxury AmenitiesElevating the high-end living experience.When it comes to high-end properties, the allure goes beyond architectural design and prime locations. The true essence of luxury living lies in the amenities that cater to comfort,...
August 2024 - NewsletterAre Your Important Documents Secure and Accessible?Pop quiz: In an emergency, could your loved ones find your current will and power of attorney? If you had to evacuate your home, could you quickly get your hands on your passport, deeds, and...
July 2024 - NewsletterThe Risk Inverse: Why Having More Money Means More PlanningYou might assume that risk goes down as wealth goes up. Logically, having the means should mean less danger, more confidence, fewer worries. But risk likes to do the last thing you...
June 2024 - NewsletterMore Retirees Crossing State Lines - Where Are They Going?More than 338,000 Americans relocated for retirement last year – a 44% increase from 2022 – and about a quarter of those retirees moved to a different state. According to the online...
May 2024 - NewsletterDon Named on Forbes Best-in-State Wealth Advisor ListFor the sixth consecutive year, Paramount Wealth Management Founder and President, Don Hershberger, has been named on the Forbes list of Best-In-State Wealth Advisors.WHAT YOU'LL FIND INSIDE:...
April 2024 - NewsletterCould Biohacking Be The Ticket To Health And Longevity?As time goes on, we constantly learn of new medical breakthroughs that could lead to better health. This is especially true for those of affluence who are able to take advantage of...
March 2024 - NewsletterLuxury, Status, and Performance - The New Lure of Electric VehiclesTraditionally, electric car buyers have been primarily drawn to their eco-friendly attributes. However, others are enticed by the prestige and luxury they offer. For them, owning...
420 South Brown Street
Jackson, MI 49203
2375 E. Camelback Road
Suite 600
Phoenix, AZ 85016
4851 Tamiami Trail North
Suite 200
Naples, FL 34103
