Tag: business

Portfolio risk is often discussed in terms of age. But the amount of risk that makes sense often depends more on goals, time horizon and cash needs than a number on the calendar.

RUMSON – In a world of instant messaging, emojis and even AI-generated love letters, Lauren Marrus is placing her bet on something quieter and deeply meaningful: the art of the handwritten note.

Regardless of how tight your family relationships are, talking about money can present challenges.

For many business owners, selling a company is the culmination of years or even decades of risk-taking, sacrifice and more than a few sleepless nights. It’s a major life event, and most business owners I encounter put a great deal of planning into the transaction.

TINTON FALLS – A new Wawa convenience store and gas station is set to join a major commercial development near Garden State Parkway southbound exit 105. The store, recently approved by the borough’s planning board, will be part of the Wayside Road project – a campus-style development by Stavola Realty Company that includes multiple commercial buildings now under construction.

RED BANK – The plate is almost full as two new culinary vendors join a diverse list of eateries at the new Anderson Market food hall. The gourmet market has just added Namkeen, a hot chicken concept with Pakistani and Indian flavor influences, and Nick and Sons, a New York Times-recognized bakery, set to open in September.

There is no one-size-fits-all rulebook for how to talk to younger generations about money and wealth. Every family is different.

Hackensack Meridian Health (HMH) announced the appointment of two new officers of the Hackensack Meridian Health Board of Trustees.

Investments, taxes, estate planning, philanthropy, risk management and family governance all play integral roles in preserving and growing wealth across generations. And yet, these areas are often approached independently, as though each exists in a vacuum.

Financial advisors can play a crucial role in preserving and growing generational wealth. But it’s also true that some are better than others.