Family Value at Risk

Many families struggle with the emotional side of investing. It’s completely normal to have a knee-jerk emotional response to a situation and want to act on it, thus altering your plans. The trouble is, we’ve seen that by taking such actions, many families experience the opposite of the intended effect. Their actions cause further strife rather than avoiding it. In this episode, we go over a few things to consider before making a haste decision.

Hightower Advisors, LLC is an SEC registered investment adviser. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.

Choosing a career path is one of the biggest decisions you will make. For me, it was quite clear that I wanted to help others in some way. I’m often asked, how I became partner? Did I do something that made me stand out? Did I just ask for it? Many ask these questions because they are wondering why they haven’t been promoted. Others ask because they have future aspirations and are curious to know what they should do now to pave that path. There could be several reasons you’re not getting the promotion you want. In this episode, I focus on three (WARNING! This will require some self-reflection.)

Hightower Advisors, LLC is an SEC registered investment adviser. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.

We’ve all been faced with decision paralysis at some point. In this episode, I am joined by Christine Fleming Halbrook, President of Legacy Bridge. She has more than 12 years of experience working with high-net-worth individuals and families in various capacities, including complex trust and estate planning strategies and business and corporate law. Together we discuss the importance of overcoming decision paralysis when it comes to financial matters and share tools to help you get on track!

Hightower Advisors, LLC is an SEC registered Investment advisor. Securities are offered through Hightower Securities, LLC, Member FINRA/SPIC.

In this episode of FVR I’m joined by wealth advisor, Megan Kowalski to discuss budgets. As states fully reopen, we are eager to make up for lost time. With this newfound freedom, there is an urge to shop, travel, spend, spend and spend some more! It’s more important than ever to make sure we stay true to our budget. We share 3 steps to take to ensure you stay on track.

Hightower Advisors, LLC is an SEC registered Investment advisor. Securities are offered through Hightower Securities, LLC, Member FINRA/SPIC.

Welcome to the FVR podcast! When you think of wealth, what’s the first thing that comes to mind? Naturally, we think of wealth as money. That is not always the case, wealth is so much more than money! Wealth can be your values, family, friends, it’s your legacy! This podcast is designed to guide you through the different stages of what we call, the Family Value at Risk approach. Vanessa N Martinez, managing director and partner, and co-author of Family Value at Risk, will be your guide through this journey. She will provide you with the tools necessary to support your family as you build a legacy that is wealthier than money!

Hightower Advisors, LLC is an SEC registered Investment advisor. Securities are offered through Hightower Securities, LLC, Member FINRA/SPIC.