SWP Associate Wealth Advisor A.J. Price Joins “Wealth And Law” Podcast

SWP Associate Wealth Advisor A.J. Price recently sat down with Brent Nelson and Rachel Sass on their Wealth And Law podcast to discuss how families, specifically parents and grandparents, can introduce younger generations to family wealth.

Financial Planning
Potential Impacts of AI on the Financial Services Industry
The financial world is no stranger to disruption.  The latest wave comes not from rogue traders or flash crashes, but from silicon and code.  Artificial intelligence (AI) is rapidly transforming many industries, including the world of finance.  But what might this mean for consumers seeking financial guidance?
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Financial Planning
How the Illinois State Estate Tax Works
In the world of financial planning, the federal estate tax tends to get a lot of press, but what often surprises some clients (and will impact more of them) is that states themselves also have their own estate or inheritance taxes. For clarity, an estate tax is levied and paid by the estate of the deceased, while an inheritance tax is paid by the heirs receiving the inherited property (with spouses generally exempt).
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Investments
Ignoring the Noise and Staying the Course:  A Recipe for Success
In today’s fast-paced world, it's easy to get caught up in the noise of predictions, forecasts, and market speculation. It's tempting to listen and react to predictions, but successful investing and sound financial planning involve tuning out the noise and taking a more disciplined, strategic approach.
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