Through our books — Looking Ahead: Life, Family, Wealth and Business After 55 and The High Achiever's Guide to Wealth — our newsletter, Sentinel, and previously our daily blog, Current Commentary, we seek to inform ongoing debates about financial issues and to illuminate changes in the legal and economic landscape.
With 19 chapters written by the members of our client service team, Looking Ahead offers a comprehensive approach to the concerns and goals of adults 55 and older. Topics include income and estate taxes; investing theory; techniques to finance long-term care; planning for incapacity; charitable giving and more. The second edition has been fully updated, including the tax reform package that passed in December 2017. Looking Ahead is available as both a 360-page paperback and an e-book.
Young professionals who are skilled in their areas of expertise may still need a helping hand when it comes to budgeting, spending, investing or even charitable giving. Luckily, our client service team is here to help. In 20 chapters, The High Achiever’s Guide to Wealth provides an overview of topics including buying your first home, reviewing an employment contract, planning for children, paying off student loans and much more. Fifteen authors join forces to offer high achievers in their 20s, 30s and 40s the tools they need to master their financial future. The High Achiever’s Guide to Wealth is available as an e-book and a 486-page paperback.
Since the earliest days of Palisades Hudson, our Sentinel newsletter has offered creative ideas about personal and family finance issues. Originally a quarterly print publication, Sentinel eventually moved to its current home online. We offer full-text articles every month that strive to clearly explain topics ranging from tax planning to mutual funds, new legislation to time-tested financial advice. If you want every article delivered to you by email, sign up here.
Our Current Commentary blog, which was published every business day, gave readers a window into our team’s professional interests and thoughts. The opinion column, running from 2009 to 2021, touched on topics including politics, nature, travel, parenting, professional sports and music, as well as more traditional financial planning topics like economics and taxation. You can browse the full archive at your convenience.