Blog
Investor Behavior
What does turbulence on a plane have to do with investing? Listen to Michael and Steve discuss investor behavior in this short video.
The Value of Combined Experience
Not all wealth management firms understand the importance of pushing past archaic systems. In this short video, Michael and Steve have a conversation about how Gold Family Wealth is excelling without being shackled to outdated paradigms.
The Next Five Years
What does your five-year plan look like? For Senior Wealth Advisor Steve Johnson, controlling his own destiny is at the top of his list.
Alignment of Values – Behavioral Finance
In this short video, Michael and Steve discuss the importance of holistic approaches and factoring in behavioral economics when considering wealth strategies for clients.
The Greatest Wealth Transfer in History: Navigating the Tidal Shift of Assets
Standing on the cusp of one of the most significant economic events in recent history, it’s essential to grasp the magnitude and implications of what has been termed “The Greatest Wealth Transfer in History.” Over the next few decades, an estimated $68 trillion of wealth i …
The Inefficiencies of Having Multiple Financial Advisors
In just the past year, our team has conducted over 800 meetings with clients, new families and individuals to do preliminary planning work to determine if we can help them and if we bring them on as private clients. Throughout these meetings and interactions with so many people looking to t …
