The “Who, What, Where, Why, and How” of Private Placement Life Insurance
Who Should Consider A PPLI? Families with an allergy to income taxes and an appetite for tax-inefficient investments or investment strategies are...
Planning for a Liquidity Event
If you are in the enviable position of having years of hard work pay off with an upcoming liquidity event, there is a lot to prepare for before the...
Inheritance Planning: 5 Questions to Ask Before Leaving Money to Your Kids
As a parent, you want the absolute best for your children (and further descendants!), so it is normal to worry how the wealth you pass down will...
A Technology-Enabled Life Requires a Cybersecurity Mindset Shift
If you have an email account, online banking access, and smart devices such as doorbells, thermostats, or security cameras, then you are under attack...
The 2020 Election is Coming: What Should I Do?
As the election nears, many investors are attempting to predict how the market will react to a Trump or Biden victory. The two candidates have vastly...
Strategies for a Low Interest Rate Environment
The Federal Reserve plans to keep interest rates low until at least 2023, in this article we offer six financial planning strategies that benefit...
How Do I Start a Family Foundation?
Many families with philanthropic goals consider forming family foundations. In this article, we discuss the steps in how to start a family...
Sampling of our Favorite Investment Books
Summer is in full swing, so we thought we would share some investment-related books that have helped form the foundation of Lake Street’s investment...
Basic Estate Documents Everyone Should Have
Many people hear the words “estate planning” and assume that it is only for people who are married with children, wealthy, and established in their...
Responding to the Moment through Philanthropy
Now, perhaps more than ever, our country faces an unprecedented confluence of challenges that demand the responsiveness of our government, the...