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At Waldron Partners, our mission is to provide comprehensive wealth management solutions for ultra high net-worth executives and business owners. We recognize that managing a successful business often entails expanding financial portfolios and setting goals for long-term secure future investment decisions. Through our blog, our experienced team of professionals will share insights on everything from market trends and portfolio diversification to smart tax planning strategies designed to help you reach your full financial potential. With every post, we strive to arm you with the knowledge you need in order to pursue optimal business success while leveraging the resources at your disposal.

Thursday, November 23, 2023

As a business owner or investor, it's important to not only think about your business's success in the present but also in the future. When planning for the future, it's important to consider the tax implications of your decisions. One...

Saturday, November 11, 2023

Donor-advised funds offer donors and charities various tax and financial benefits when donating to charity.

Thursday, November 9, 2023

The Power of Financial Planning: Beyond Investing, Embrace Your Financial Journey By Peter T. Waldron, CBEC, MBA, Managing Partner, Waldron Partners   “You must be the change you wish to see in the world.” - Mahatma...

Monday, July 31, 2023

The Federal Reserve is a financial institution that exerts significant influence over the US economy. It is responsible for managing the nation's monetary system and ensuring the stability of the financial...

Monday, July 31, 2023

Investing can be a complicated process. There are many different factors to consider from the current market conditions to an investor's individual risk tolerance. One of the most challenging aspects of...

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Monday, July 31, 2023

The way all of us work has changed dramatically in recent years, in large part because of COVID-19. Now that the U.S. government has officially declared this public health emergency...

Monday, July 31, 2023

As job markets become increasingly competitive, top employers have begun to realize that they need to provide more than just a salary if they want to attract the best talent. As a result,...

Tuesday, July 25, 2023

Estate planning is a critical component in managing one’s assets. Perhaps most importantly, it can help ensure that an individual's assets are passed on to their family members or chosen...

Saturday, July 15, 2023

The United States is no stranger to debt. In fact, the country's current outstanding debt is a staggering $32.48 trillion (July 2023). While this is concerning for everyone, it is...

Saturday, July 15, 2023

It’s important for business owners to establish a plan that clearly outlines the succession of their business. Why? So their business continues to thrive long after they are...

Wednesday, July 12, 2023

From a pandemic to war and inflation, these past few years have been a tumultuous time for the world. As Waldron Partners' top-down investment process depends heavily on accurate macroeconomic analysis, our team has been working hard...

Sunday, July 9, 2023

 All the time we hear about investing in stocks, bonds, and real estate. But are there other more unique and yet still potentially profitable ways to invest one’s money?...

Sunday, July 9, 2023

Over the years, annuities have grown in popularity as individuals have looked for ways to help secure their financial future. What exactly is an annuity? In basic terms, it’s a...

Friday, July 7, 2023

 It’s completely understandable that one might get confused about the differences between estate planning and wills as they plan for the future. Both can be extremely helpful...

Friday, July 7, 2023

Why Estate-Planning Fatigue Hits Some Rich Folks. There’s no doubt that estate planning is a critical part of managing one’s wealth. Yet many wealthy people inexplicably seem to avoid it even though they have a lot more to...

Friday, July 7, 2023

Aging is a fact of life and one that not even the well-to-do can avoid. Not only does one have to contend with all the associated challenges themselves, but as they get older, their...

Friday, July 7, 2023

Oil is a highly valuable commodity sought after by countries, industries, and individuals worldwide. The fluctuations in its price can have significant impacts on both economies and consumer behavior...

Friday, July 7, 2023

For those who are fortunate enough to have the resources to afford a second home, the options can seem endless. From beachfront villas to mountain cabins, there are lots of different...

Friday, July 7, 2023

Making the decision to work with a financial planner is usually a smart move. Why? For one, they can help you manage the money you’ve worked so hard to earn. In addition,...

Friday, July 7, 2023

One important consideration for many people, including those who have amassed significant wealth during their lives, is determining exactly who they should pass along their assets...

Wednesday, June 14, 2023

For many couples, discussing the possibility of a prenuptial agreement can be uncomfortable. After all, who wants to talk about divorce when they’re planning a wedding? However, for those with significant assets, a prenup can...

Monday, June 5, 2023

Corporate executives tend to have more complex financial planning needs than the average employee because of their wealth. These top-tier professionals have built successful careers by climbing the corporate ladder and making strategic...

Monday, June 5, 2023

It's generally a good idea to maintain a diversified portfolio, including some cash, no matter one’s financial status. In fact, putting some funds into short-term savings can be an excellent way to protect oneself against market...

Tuesday, May 30, 2023

It can be quite challenging for business owners and employees alike to navigate the ever-changing and complicated tax landscape. Deductions can be among the hardest topics for many to wrap their minds around – especially the home...

Wednesday, May 24, 2023

Companies often search for alternative ways to incentivize and reward their key employees without having to dilute their equity. Phantom stock plans can offer an innovative solution. In this article, we’ll explore some frequently...

Wednesday, May 24, 2023

Gone are the days when buying a home was a relatively simple process involving cash payment or a traditional mortgage. Today, the wealthy are increasingly using Limited Liability Companies (LLCs) and trusts to purchase residential...

Wednesday, May 24, 2023

Non-Qualified Deferred Compensation Plans (NQDCPs) often help individuals secure their long-term financial security while also potentially deferring taxes on their earnings. This blog post explores some of the pros and cons of NQDCPs...

Monday, May 22, 2023

When the federal debt ceiling was established by Congress in 1917, its purpose was to make it easier for the US Treasury Department to manage the country’s debt. More specifically, it allowed the Treasury to take on debt and...

Saturday, May 20, 2023

Businesses are constantly searching for new and creative ways to reward employees while keeping costs down. Phantom stock plans can be a great solution since they tend to offer a low-risk incentive with many potential benefits —...

Saturday, May 20, 2023

Non-qualified deferred compensation plans (NQDC) are one possible way executives and key employees can potentially optimize their finances and build a more secure financial future. NQDC plans can offer a range of possible benefits to...

Saturday, May 20, 2023

Developing a comprehensive financial plan is crucial for any individual who wants to achieve their financial goals and help secure their future. Executive financial planning is a strategic approach that can help one create a customized...

Saturday, May 20, 2023

When it comes to planning for retirement, high-net-worth individuals have access to a range of options to help secure their financial future. Two popular choices are non-qualified deferred compensation (NQDC) plans and qualified...

Wednesday, May 10, 2023

Life insurance can be an essential investment for anyone looking to protect their loved ones in the event of their passing. While term life insurance is a popular choice for many, permanent life insurance also offers a range of...

Wednesday, May 10, 2023

Life insurance is typically viewed as a tool that can provide financial protection for an individual’s loved ones in the event of their untimely death. Some parents may question if it makes sense to purchase life insurance...

Wednesday, May 10, 2023

Donor-advised funds (DAFs) are a popular way for individuals to make charitable contributions because they offer a range of benefits that can help maximize one’s philanthropic impact. This article explores some of the advantages...

Sunday, April 30, 2023

Throughout their lives, most people continue to grow financially – learning lessons, coming across new ideas, demystifying complex ones, and exploring topics they’ve only just discovered. Even when one already has a...

Sunday, April 30, 2023

There are many different tools and strategies that someone with substantial wealth might consider as they plan for their financial future. One somewhat lesser-known strategy is the Charitable Remainder Unitrust (CRUT), a type of trust...

Sunday, April 30, 2023

Annuities are financial products that can offer individuals a way to secure a steady stream of income during retirement or for other long-term financial goals. They can be a valuable tool for those with significant financial resources,...

Friday, March 31, 2023

The average person often hears about how bad debt is and that they should wipe out any they have as soon as possible. While there is indeed bad debt (when one owes money on depreciating assets), some debt can, in fact, be an invaluable...

Friday, March 31, 2023

Those with significant wealth are often on the lookout for the most effective ways to pass on their assets to heirs without incurring an excessive tax bill. For those that relate, it is likely worth exploring Grantor Retained Annuity...

Friday, March 31, 2023

Many of America's wealthy are packing their bags and moving – to different cities domestically and even abroad. For decades, many cities have seen their prospects shrink while others have experienced an influx in wealth. And with...

Friday, March 31, 2023

Those who want to preserve and grow their wealth over multiple generations must understand the implications of longevity. With life expectancy rates on the rise, many ultra-wealthy individuals are contending with increasingly complex...

Thursday, March 23, 2023

Collectors of antiques, art, and other collectibles often want to keep their treasures in the family by passing them down to future generations. Sometimes these items were inherited, handcrafted by a relative, or simply collected over...

Monday, March 13, 2023

Growing up with wealth comes with certain perks, but also presents its own set of unique challenges. Kids and grandkids may not understand why they're given certain privileges or how to responsibly manage the money they come into....

Monday, March 13, 2023

Warren Buffett is arguably the most successful investor in history, having accumulated one of the highest net worths in the world. His life story and approach to investing have become legendary among all kinds of people –...

Monday, March 13, 2023

Nearly everyone has already heard the news: Silicon Valley Bank (SVB), a trusted and reputable bank popular with tech startups and venture capital firms, collapsed on Friday. Its swift and relatively unexpected failure (predicted by...

Monday, March 13, 2023

No one ever wants to think about or live through the heartbreaking realities of being widowed. Unfortunately, however, this is a situation many individuals will one day face or are facing right now. When this happens, there will be...

Monday, March 13, 2023

Succession planning is a vital consideration for multigenerational families – not only to secure the financial future of their businesses, but also to ensure that values and traditions developed over time can be passed on from...

Monday, March 13, 2023

Getting married into a wealthy family may sound like a dream come true with financial stability and freedoms that most people can only imagine having. But beneath the surface of seemingly effortless luxury, marrying into great wealth...

Friday, March 3, 2023

Most people are familiar with recessions and how one might affect them personally. But what about a richcession? No, that’s not a typo. A richcession is a newer term and concept that high-income individuals should familiarize...

Friday, March 3, 2023

The rapid advancement of artificial intelligence (AI) technology has been one of the defining trends of our modern-day world. But few industries have experienced its effects quite like financial services, where AI is transforming...

Saturday, February 25, 2023

Ultra-high-net-worth (UHNW) individuals often enjoy a privileged life that others long to experience. While this type of wealth allows for unique opportunities and experiences, it can also bring distinct challenges. From balancing...

Saturday, February 25, 2023

There’s a common assumption by many that the super-wealthy donate to charities so they can reduce their tax obligations, thereby benefiting financially. While this is one reason they might share their wealth with others, the...

Saturday, February 25, 2023

Those with great wealth must carefully manage their tax obligations so they can preserve their assets and maximize cost savings. Fortunately, there are many tax deductions available to everyone, including ultra-high-net-worth (UHNW)...

Monday, February 20, 2023

When the stock market is volatile and the economy seems headed for a recession, many ultra-high-net-worth investors might find it difficult to feel secure about their investments. Fortunately, there are strategies available to help...

Monday, February 20, 2023

Inflation can strike fear in the hearts of even the ultra-wealthy. The question arises: how can one protect their assets in an inflationary environment that reduces purchasing power and erodes the value of real income? In fact, when...

Wednesday, February 8, 2023

Financial planning isn’t just for the middle class. In fact, it’s a necessity even for the ultra-wealthy. While it might be tempting to think your wealth will simply last forever, this isn’t a given. Your assets...

Wednesday, February 8, 2023

When an individual has reached a stage in life where they’ve begun thinking about how to pass their wealth to the next generation, it’s wise to consider how this can be achieved in a tax-efficient manner. Those who...

Wednesday, January 25, 2023

“Good judgment comes from experience, and a lot of that comes from bad judgment.” - Will RogersA recession is a difficult time for all and can affect even ultra-high-net-worth families. While it is important to understand...

Thursday, January 5, 2023

Due to the global pandemic, the U.S. economy has been on quite a turbulent path. With rising inflation and layoffs in tech companies, you may be wondering if a stock market crash is eminent. Many investors are alarmed by stock market...

Monday, January 2, 2023

It is a common worry among those approaching retirement: Will I have enough money to last me the rest of my life? With longer lifespans and rising healthcare costs, concern about outliving your retirement savings is understandable....

Monday, January 2, 2023

As the end of the year approaches, it is time to start thinking about financial planning for the upcoming year. This process is of utmost importance. After all, if your finances are not in order, how can you expect your business or...

Tuesday, December 27, 2022

Everybody likes a day when the market is green. Especially for your personal accounts, it is important to stay on top of your investments to make sure they are performing well. After all, these accounts are crucial for your long-term...

Tuesday, December 27, 2022

It's a simple question with no easy answer: is the value of private schools worth the price? Financial plans vary from family to family, and it can be difficult to decide if spending more on tuition is going to provide enough of an...

Monday, December 19, 2022

“Every good act is charity. A man's true wealth hereafter is the good that he does in this world to his fellows.” -MoliereThe Applicable Federal Rate (AFR) is a number set by the IRS that's reviewed and updated monthly....

Monday, December 19, 2022

“All you need is the plan, the road map, and the courage to press on to your destination.” - Earl NightingaleMaintaining wealth is a challenging task under the best of circumstances, but it can be especially challenging...

Wednesday, November 9, 2022

Several estate planning tools can be used to transfer wealth from one generation to the next. One such tool is “grantor trust” (e.g., intentionally defective income trust or “IDIT”). This type of trust has been...

Wednesday, November 2, 2022

Just Sold Your Company? Here are some key considerations for the proceeds.Congratulations on selling your business! As you begin to think about what to do with all that money, there are several important things to consider when it...

Thursday, September 15, 2022

“It didn’t matter how big our house was; it mattered that there was love in it.” – Peter BuffettWhen it comes to including family members in your business or wealth management, there are several things to keep...

Friday, September 9, 2022

“Quality is remembered long after the price is forgotten.” – Aldo GucciI just finished watching "House of Gucci" on Amazon Prime. This movie represents why I am doing what I do every day. The complexities of family...

Friday, September 9, 2022

I hate flying. I'm the guy who's white knuckled on take-off and landing, anxiety shooting through the roof, sweat pouring out of my hands like a waterfall every time there's a bump. If there were no bumps, I'm pretty sure the whole...

Monday, August 22, 2022

"Family" is our number one company value. And by that, we mean that we are all in this to support our own families, our clients' families, our teams' families, and those in the community around us. As we all know, "family" can have...

Monday, August 22, 2022

Why don’t we talk about money with our children? What is the hesitation? Are we concerned about spoiling them? Wouldn't it be better to empower our children to make smart financial decisions? Just like when they walked for the...

Monday, August 22, 2022

A phantom stock plan is a deferred compensation plan that awards the employee a unit measured by the value of a share of a company's common stock, or, in the case of a limited liability company, by the value of an LLC unit. However,...

Thursday, August 4, 2022

As I sit here on the plane headed home from a three-day conference with the Purposeful Planning Institute, I am inundated with all the ideas that were shared. The conference was full of so many innovations, but one that stands out for...

Thursday, July 28, 2022

Friday, June 17, 2022

Thursday, February 24, 2022

Thursday, February 24, 2022

You. By Peter T. Waldron Managing Partner of Waldron Partners “Opinion has caused more trouble on this little earth than plagues or earthquakes.” -Voltaire            ...

Thursday, February 24, 2022

Pain. By Peter T. Waldron Managing Partner of Waldron Partners The aim of the wise is not to secure pleasure, but to avoid pain. – Aristotle             While time is the...

Thursday, February 24, 2022

Organized By Peter T. Waldron Managing Partner of Waldron Partners “A good system shortens the road to the goal.” - Ralph Waldo Emerson...

Thursday, February 24, 2022

2020… What A Great Year! By Peter T. Waldron Managing Partner of Waldron Partners “Time changes everything except something within us which is always surprised by change.” – Thomas Hardy...

Thursday, February 24, 2022

New Year, New Opportunity By Peter T. Waldron Managing Partner of Waldron Partners “Write it on your heart that every day is the best day in the year.” - Ralph Waldo Emerson...

Thursday, February 24, 2022

Debt…Leverage! By Peter T. Waldron Managing Partner of Waldron Partners “Human behavior flows from three main sources: desire, emotion, and knowledge.” – Plato...

Thursday, February 24, 2022

Unfortunately, It's a Fact: You're Going to Die One Day By Peter T. Waldron Managing Partner of Waldron Partners “What we have done for ourselves alone dies with us; what we have done for others and the world remains and is...

Thursday, February 24, 2022

Straight Talk By Peter T. Waldron Managing Partner of Waldron Partners “I just think you ought to talk straight with your people.” - John Kennedy...

Thursday, February 24, 2022

Predicting the future! By Peter T. Waldron Managing Partner of Waldron Partners “A person often meets his destiny on the road he took to avoid it.” Jean de La Fontaine...

Thursday, February 24, 2022

I Told You So By Peter T. Waldron Managing Partner of Waldron Partners “You cannot escape the responsibility of tomorrow by evading it today.” - Abraham Lincoln...

Thursday, February 24, 2022

Four-Dimensional Thought By Peter T. Waldron Managing Partner of Waldron Partners “Evolution has ensured that our brains just aren't equipped to visualize 11 dimensions directly. However, from a purely mathematical point of view,...

Thursday, February 24, 2022

Year-End Tax Strategies By Peter T. Waldron Managing Partner of Waldron Partners "Dear IRS, I am writing to you to cancel my subscription. Please remove my name from your mailing list." — Snoopy The end of the year always has a...

Thursday, February 24, 2022

Thursday, February 24, 2022

Family By Peter T. Waldron Managing Partner of Waldron Partners "Family is not an important thing. It’s everything.” – Michael J. Fox With the temperature dropping and the season’s celebrations upon us, I...

Thursday, February 24, 2022

Myopic Loss Aversion By Peter T. Waldron Managing Partner of Waldron Partners “Power does not corrupt. Fear corrupts... perhaps the fear of a loss of power.” – John Steinbeck...