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Thoughts on Wealth Management
Join us in exploring the eleven tenets that set us apart, forming the heart of our unwavering dedication to our clients. Consider how these tenets might resonate with your individual or family needs. We may not be for everyone, but could our Client Commitment be the perfect fit for you?
Estate planning—also referred to as personal legal planning—is essential for peace of mind and protecting both yourself and your loved ones. Remember: legal planning documents help protect not only the people you love but also you, yourself, should you be incapacitated. Your life and well-being are at stake here, too—which people often forget.
At Blair Hall Advisors, we realize that maturing has its challenges. In the mix of all the many things that are changing, it can be easy for a retired investor—and their adult children—to lack an appreciation for how an older person’s wealth management situation may evolve.
We’ve seen four common, often concurrent scenarios and have a recommendation for each.
With the demise of Silicon Valley Bank (SVB), up until March 10th roughly the 18th largest bank in the U.S. and now the second biggest bank to fail in US history, it seems appropriate to reach out to our clients and friends to remind you of the steps Blair Hall Advisors has taken from our earliest days to try to protect clients from the potential failures of other companies and, indeed, unlikely potential problems at our own company.
Blair Hall Advisors’ Founder and Managing Partner, Tom Gerson, speaks about the firm’s history, approach, and values.
It often comes up in conversation for us: If one spouse manages the finances and investments, how should the other, less involved spouse manage their role? How should the couple work together?
Over the years, we have met countless married couples and have seen that transparency is best. Here’s how to get there….
A well-managed investment portfolio is like a beautiful garden: it may look simple and serene, yet it is the product of thoughtful planning as well as attentive maintenance. The difference is that all of us can see whether a garden is founded on good design, intelligently executed, while few of us know how to tell when an investment portfolio reflects careful planning.
At Blair Hall Advisors, we are constantly reviewing the work of other advisors, and we’ve noticed a few things a layperson can look for. If any of these common warning signs describes your advisor’s work, you might not be getting the financial advice you need.
If you are like many of the highly discerning investors we work with, you might like to turn your portfolio “green” or “sustainable,” but you are not sure how. You may have concerns about “going green” as carefully as possible or about whether it will make a difference for the world.
At Blair Hall Advisors, we can address your concerns. In fact, we have already implemented sustainable investing for more than half of our clients. We have “green” investing as a core offering, while at other wealth management firms it may still be mostly talk.
At Blair Hall Advisors, we've seen both clients and friends wrestle with the challenge of concentrated equity positions, so we put these thoughts together to share.
Perhaps it’s stock from your employer, the result of an inheritance, or an investment you’re particularly bullish about. Here we’ll explore the potential perils of and approaches to being concentrated….
Blair Hall Advisors is pleased to announce that John Correia has joined the firm as a Wealth Manager and Investment Strategist.
“John brings a broad skillset, tremendous experience, world-class education and training—and so much more—to Blair Hall Advisors,” says Founder and Managing Partner, Tom Gerson. “Most important, he’s a person of great character. I am so delighted that he’s joined forces with us.”
Our Managing Partner has earned the country's only advanced certification for financial advisors working with high-net-worth clients. Here's what it means for our clients….
“Stocks” and “bonds”—these two words roll off the tongue of the average U.S. investor as if they were as interchangeable as your options for fruit at lunch.
But they’re not. They are more like “chickens and oranges.” And this mistaken identity, we would argue, is to blame for the misguided prominence of bonds in many people’s long-term investment portfolios, whether self-managed or assisted by some advisor.
Is there a young professional in your life who could use some thoughtful career and financial tips? We have seven important tips that we think every young professional should be aware of, straightforward ideas to help people think about and manage their career and finances.