Library
September 12, 2025 - Individual Tax Provisions of the 2025 Tax Act
July 25, 2025 - SEI: Second Quarter 2025 Halftime Report
May 15, 2025 - 2025 ADV: Material Changes and Privacy Notice
February 28, 2025 - Avoiding Unpleasant Surprises—or Worse—with Your Life Insurance
December 3, 2024 - SEI Investor Portal Overview
May 29, 2024 - Planning 2024
May 10, 2024 - Flash Report: Don’t Let These Financial Surprises Trip You Up
April 10, 2024 - Flash Report: Could Your Family Have an Affluenza Problem?
March 14, 2024 - Flash Report: ESG: Pros and Cons of Values-Based Portfolios
February 14, 2024 - Flash Report: How the Wealthy Navigate Stormy Weather
January 17, 2024 - Flash Report: Is Your Pet Part of Your Estate Plan?
December 19, 2023 - Corporate Transparency Act Summary
December 13, 2023 - Flash Report: Shield Your Wealth with Asset Protection Strategies
November 2, 2023 - Flash Report: Addressing the Challenges of Giving and Receiving Family Wealth
October 16, 2023 - Flash Report: Here's Why You Might Need to Update Your Estate Plan
September 11, 2023 - Flash Report: It May Be Time To Give Your Wealth Plan a Stress Test
May 22, 2023 - Flash Report: Solo After 50: Navigating a "Gray Divorce"
March 29, 2023 - ADV: Material Changes and Privacy Notice
March 15, 2023 - Lexington Insights: SVB: What Happened?
March 3, 2023 - Flash Report: When Financial Uncertainty Rears Its Ugly Head
February 21, 2023 - Lexington Insights: Business Entities with a Public Benefit Purpose
February 17, 2023 - Flash Report: Making Wealth Management Decisions as a Couple
January 13, 2023 - Flash Report: Do You Need a Personal Umbrella Policy?
December 28, 2022 - Flash Report: Three Key Elements of Smart Estate Planning
October 27, 2022- Flash Report: Six Keys to Optimizing Your Health, Longevity and Well-Being
September 5, 2022 - Flash Report: Smart Money Moves to Make While You’re Still Mentally Sharp
September 1, 2022 - Lexington: Inflation Reduction Act Summary
July 29, 2022 - Flash Report: Wealth Planning for Age 90, 100—and Beyond
June 15, 2022 - Flash Report: A Wealth Planning Process for Pursuing Success on Purpose
May 3, 2022 - Flash Report: Finding Advisors Who Are Truly Client-Centric
April 18, 2022 - Flash Report: Do You Know Your High-Net-Worth Personality?
March 18, 2022 - SEI: Diversification - A Strategy for Troubled Times
March 18, 2022 - SEI: From 10 Days of War to 10 Years of Inflation
March 8, 2022 - SEI: Russia Attacks Ukraine: Questions and Answers
February 24, 2022 - SEI: S&P 500 Correction: The Medicine Nobody Wants to Take
January 28, 2021 - Flash Report: A Wall Around Your Wealth: The Importance of Asset Protection
January 12, 2022 - Lexington: Security Expert Tips - Phone Phishing and Security Resolutions
December 20, 2021 - Lexington: Security Expert Tips - Stalkerware and Killware
December 7, 2021 - Flash Report: Finding the Right Wealth Manager for You
November 23, 2021 - Flash Report: Big Wealth Mistakes the Super Rich Don’t Make
October 25, 2021 - Lexington: House Proposal 5376
October 12, 2021 - Flash Report: Feeling Philanthropic? A Charitable Planning Primer
September 1, 2021 - Flash Report: What Is Wealth Planning, Really?
August 6, 2021 - Flash Report: Managing Your Health in a Post-Covid-19 World
July 26, 2021 - Flash Report: Working with the Right Advisor
June 3, 2021 - Flash Report: The Surprising Power of Connectedness
May 10, 2021 - Flash Report: Navigating Credit Card Rewards During COVID-19 Times—and Beyond
May 7, 2021 - SEI: May Monthly Security Tips
April 14, 2021 - Lexington: 2021 Tax Proposals and Estate Planning
April 8, 2021 - Flash Report: Virtual Experiences We Think You’ll Love
March 26, 2021 - SEI: March Monthly Security Tips
March 8, 2021 - Flash Report: "We, the Family": the Benefits of a Family Constitution
February 1, 2021 - Life Management Insight: What is Your 2021 Financial/Life Strategy?
January 5, 2021 - Flash Report: The Many Benefits of Building a Family Brand
December 7, 2020 - Boost Your Efficiency and Effectiveness—at Work, at Home and in the World
November 5, 2020 - Flash Report: You Need a Cohesive Wealth Management Team. Here’s Why.
October 6, 2020 - Flash Report: Best Practices for Working Successfully from Home
September 2, 2020 - Flash Report: Choosing an Executor for Your Estate
August 21, 2020 - Lexington: Gifting Strategies
August 3, 2020 - Flash Report: Buy Experiences, Not Stuff. Here's Why
July 9, 2020 - Flash Report: Preparing Heirs for Their Inheritance
June 19, 2020 - Lexington: ServisFirst Joins the Lexington 360 Alliance!
June 5, 2020 - Flash Report: The Importance of Stress Testing Your Wealth Strategies
May 13, 2020 - Flash Report: Reclaim Your Time
April 13, 2020 - Flash Report: The Four Types of Financial Advisors
March 17, 2020 - Lexington: Please Welcome BSW to Our Alliance Team!
March 17, 2020 - Lexington: ServisFirst Bank has Joined the Lexington 360 Alliance!
March 15, 2020 - Flash Report: The Importance of Family Governance
February 26, 2020 - Flash Report: How to Help Your Parents and Yourself Live Better
February 19, 2020 - Lexington: Please Welcome Jeff Smith, Our New Director of Operations!
January 22, 2020 - Flash Report: Don't Leap Before You Look!
December 10, 2019 - Flash Report: Charitable Giving, the Tax-Wise Way
November 11, 2019 - Flash Report: Here's Why You May Need to Update Your Estate Plan
October, 16, 2019 - Flash Report: The Super Rich’s Three Big Fears—and How They Work to Overcome Them
September 5, 2019 - Flash Report: How Playing the Long Game Could Help Build Wealth and Success
August 7, 2019 - Flash Report: Four Ways the Super Rich Manage Their Wealth
July 2, 2019 - Flash Report: Work Smarter—Not Harder!
June 5, 2019 - Flash Report: Estate Planning: Don't Forget Your Pet!
May 1, 2019 - Flash Report: Three Questions to Answer Before You Purchase Life Insurance
April 12, 2019 - Flash Report: The Power of Charitable Remainder Trusts
March 4, 2019 - Flash Report: Elite Wealth Planning: What It Is and Why It Matters
February 18, 2019 - Flash Report: Sudden Wealth: What Should You Do If You Strike It Rich?
January 31, 2019 - Lexington: Market Outlook for 2019
January 7, 2019 - Lexington: Weekly Market Update
January 4, 2019 - Flash Report: Qualified Opportunity Funds: The Latest Way to Do Well by Doing Good
December 5, 2018 - Flash Report: Why You Need a ‘Business Plan’ for Your Family
November 21, 2018 - Lexington: Year-End Planning
November 16, 2018 - Flash Report: The Value of Multigenerational Family Meetings
October 19, 2018 - Flash Report: The Importance of Personal Umbrella Policies
September 23, 2018 - Flash Report: A Common Sense Guide to Heart Health
August 15, 2018 - Flash Report: Insightful Questions That Can Ramp Up Your Success
August 2, 2018 - Alliance Hub: Personal Insurance
July 28, 2018 - Flash Report: Three Smart Ways to Take Control of a Trust
July 24, 2018 - Alliance QPC: Pension and Profit Sharing Plans
July 16, 2018 - Alliance Gavion : Investment Consulting
June 2018 - Flash Report: What to Do When Your Doctor Has Bad News
May 16, 2018 - Flash Report: Time to Get Serious About Your Happiness
May 6, 2018 - Alliance Crosslin: 10 Issues Your Financial Statements Don't Reveal
April 25, 2018 - Flash Report: Savvy Negotiating: To Get the Mood, Ask for the Stars
April 4, 2018 - Lexington: Helping You Live Your Exponential Life
March 24, 2018 - Flash Report: Five Big Mistakes Executors Make--and How to Avoid Them
September 30, 2017 - Alliance Crosslin: Tax Strategies, Accounting, and Consulting
August 9, 2017 - Alliance Capasso: Executive Health Program