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Author: Bloom Investment Counsel, Inc.

Why Life Insurance is an Important Part of High-Net-Worth Family’s Asset Allocation

Watch Bloom Investment Counsel Inc.’s Kevin Willis join Al G. Brown & Associates’s Elli Schochet for a discussion on why life insurance is an important part of high-net-worth families’ asset allocation and how to take advantage of this asset class to protect, preserve and build wealth.

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Asset Allocation Considerations for the High-Net-Worth Investor

Many believe that asset allocation is the single most important factor impacting investment returns. The famous 1986 investment return attribution study by Brinson, Hood and Breebower showed that asset allocation (not market timing) accounted for up to 90% of portfolio returns.

The typical investor must account for risk tolerance, time horizon and retirement needs when determining the mix of stocks, bonds and cash in their investment portfolio. The High-Net-Worth (HNW) investor may have to account for much more with respect to their personal investment criteria, including a considerably greater number of investment options available to them.

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8 Common Sources of Family Business Conflicts

Conflicts may feel uncomfortable but are inevitable in any business, including family businesses. Avoiding conflicts can be a grave mistake as meaningful conflicts can propel the business forward. Understanding common sources of family business conflicts can help you better prepare for potential challenges in the road ahead. This article lists 8 common sources of family business conflicts.

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How to Be a Successful Long-Term Investor

“The stock market is a device to transfer money from the impatient to the patient.” – Warren Buffett.

How can you become a successful long-term investor? What separates highly successful investors from the majority who achieve average and below market returns? It is not pure luck but the disciplined adherence to a long-term investment plan and the application of that plan through consistent investment habits. This article provides tips to help you become a successful long-term investor.

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