Archived commentary — for historical reference only
The articles and notes on this page reflect information and opinions as of their original publication dates. They may no longer reflect current market conditions or our views and should not be treated as a current market outlook.
This material is provided for general informational purposes only. It does not take account of any individual’s investment objectives, financial circumstances or needs, and is not intended as investment advice or a recommendation to buy, sell or hold any security or adopt any investment strategy. It should not be relied upon when making investment decisions.
Investing involves risk, including the possible loss of principal. Past performance does not guarantee future results.
Why Hire a Financial Planner?
Grantor Retained Annuity Trusts (GRATs): What They Are and How They Work
Learn how Grantor Retained Annuity Trusts (GRATs) work, their tax benefits, risks, and when high-net-worth families should use them for effective wealth transfer.
Safeguarding Wealth Against Lawsuits: Asset Protection Strategies for High-Net-Worth Individuals
Learn key asset protection strategies for high-net-worth individuals, from trusts and exemptions to insurance and gifting — to safeguard wealth against lawsuits.
Retirement Planning Insights for High-Net-Worth Individuals
At Christie Cox, we specialize in designing customized retirement and wealth preservation strategies for affluent individuals and families. With decades of expertise, we help you optimize investments, minimize taxes, and protect your legacy.
Backdoor Roth IRA & The Pro-Rata Rule: A High-Net-Worth Investor’s Guide
Learn how high-net-worth investors can use the Backdoor Roth IRA while avoiding the costly pitfalls of the IRS Aggregation / Pro-Rata Rule.
Understanding ESG Investing: A Strategic Lens for High-Net-Worth Portfolios
For high-net-worth investors, Environmental, Social, and Governance (ESG) factors are more than a moral checkbox—they’re a strategic filter.
Navigating Economic Uncertainty: Proven Strategies to Preserve Wealth
Staying passive is not an option during times of economic strain. Strategic, active planning—not panic—is the key to wealth preservation.
Personal Finance Best Practices: 5 Core Pillars to Build Wealth & Stability
We’ve said it before: a financial plan means little if you don’t know what your goals will cost. Budgeting is just the foundation…
Tax Planning Tips for High Earners
If you’re earning $250,000 or more annually, your tax planning strategy deserves thoughtful, proactive attention.
The Impact of Inflation — And How to Protect Your Wealth
With smart investing, disciplined budgeting, and regular financial check-ins, you can safeguard your wealth—and even grow it—through uncertain times.
The Psychology of Wealth: Why Mindset Matters More Than Money
True wealth is not just a financial condition—it’s deeply rooted in mindset.
Market Outlook: Key Drivers, Trends, and Tactical Strategy
The market is balancing fragility with flashes of strength. Staying diversified, data-driven, and flexible remains essential as global economic forces evolve.
Succession Planning: Ensuring Your Business Legacy
With thoughtful structuring, careful attention to tax law, and the right tools, you can preserve your business legacy and protect your family’s financial future.
Financial Technology for High-Net-Worth Individuals: Tools to Enhance Wealth Management
From our experience, the winning formula isn't just technology — it's a blend of human advisors and cutting-edge fintech tools.
Retirement Planning for High Net Worth Individuals: Unique Considerations
Proper structuring of trusts and retirement accounts is essential to minimize taxes and preserve wealth across generations.
Understanding Alternative Investments: A Guide for Sophisticated Investors
Sophisticated investors understand that steady, risk-managed returns ultimately result in greater long-term wealth.
The Role of Financial Advisors: When and Why to Seek Professional Help
A financial advisor helps you plan, grow, and protect your wealth, ensuring you're set up for long-term success.
The Role of the Family Office: Streamlining Wealth Management
For the ultra-wealthy, a Family Office is more than just a financial management service—it is a comprehensive hub for handling investments, estate planning, tax strategies, and long-term wealth preservation.
Philanthropy and Impact Investing: Making a Difference with Your Wealth
Contrary to popular belief, impact investing doesn’t necessarily mean lower financial returns.
Family Governance: Building a Legacy Through Effective Communication
Navigating family wealth dynamics and governance can be difficult, yet it is essential for preserving and successfully passing down wealth across generations.