Highland Private

Worried about yesterday's dramatic sell-off on Wall Street? Here's our thoughts: highlandprivate.com/market-volatil… Written by @highlandprivate's @benjoh72 #highlandprivate #StockMarketCrash #news

Locking into a relationship with a wealth manager isn’t always the right solution. We explore the reasons why in this post: highlandprivate.com/when-you-dont-…

Have you reviewed your insurance policies lately? highlandprivate.com/reading-insura…

Did you know that over the next 30 years, we will see the largest transfer of wealth in history? Much of that wealth will wind up in the hands of Millennials and Gen Z. We explore what they are looking for when it comes to investing in this post: highlandprivate.com/millenials-and…

Are you caught up in the constant pursuit of more? Over the years, we have helped many of our business leader clients gain clarity around their financial lives, so they are free to live more fully. We outline some tips here: highlandprivate.com/the-pursuit-of/

Each of us has strengths & weaknesses. Wealth creators are no different & in our experience the missteps often fall into 2 categories: Not planning, or not planning effectively. Here is a list of the top 10 foolish mistakes that wealth creators make: highlandprivate.com/the-top-10-foo…

Next-gen wealth creators are opting for more self-directed financial advice than previous generations did. While this is concerning for the investment business, we believe it’s equally as dangerous for the next-gen wealth creators and here’s why: highlandprivate.com/why-nextgen-we…

If you're looking for a new financial advisor, use this guide to make sure you're getting advice that's worth paying for: highlandprivate.com/five-grades-of…

Have you noticed the growing number of billionaires who are publicly announcing their plan to give away most, if not all, of their wealth during their lifetime? If you want to join Warren & Bill on this journey of significance, here's the game plan: highlandprivate.com/the-giving-ple…

Did you give away money last year? And if so, how much money did you spend on behalf of others? Was it enough? The answers to these questions might speak to your own happiness. We explore why in this blog: highlandprivate.com/wealth-and-emp…

Happy Thanksgiving from all of us at Highland! Looking for some inspiration for your dinnertime convo tomorrow? Check out our latest blog post: highlandprivate.com/10-questions-i…

What changes would you like to bring about in your community? highlandprivate.com/changing-commu…

John F. Kennedy once said, “For of those to whom much is given, much is required.” Are you looking for ways to give back? We outline a few ideas in this post: highlandprivate.com/the-art-of-giv…

Why are we less generous as our income grows? Studies show being generous leads to increased happiness. We outline steps you can take to live more generously now in this post: highlandprivate.com/living-generou…

If you are among the very wealthy, you might solve some of your greatest problems by giving much of your money away. Here's why: highlandprivate.com/virtues-partin…

You hear it all the time: diversification is important. It even shows up in colloquialisms like “Don’t put all of your eggs in one basket.” We outline the reasons why in this post: highlandprivate.com/why-diversific…

Employee stock options can be a great way to achieve substantial wealth. The difficulty is it can disappear quickly if not addressed properly. If you have questions about stock options or other executive comp, contact us at: info@highlandprivate.com highlandprivate.com/when-should-i-…

Selling company stock can be a difficult decision for many reasons. We offer our thoughts on how to diversify your investments and secure your financial independence in this post: highlandprivate.com/are-you-playin…

Staring up at a large mountain you’d like to ascend can be overwhelming. Courage comes from having a plan. If you are a business owner, (or know someone who is) check out this post for some lessons from mountaineering that may apply to you: ow.ly/JVyd30jW1k0

Death is inevitable, perhaps the one thing we all know will come eventually. While we can hope that we will see it coming and be prepared for it, we have to plan like we won’t. We explore the important of estate planning in this post: ow.ly/UNaS30jTJqZ

Worried about teaching your kids about money? We offer tips here: ow.ly/rGQC30jqayd