Insights

In this section of our website we post articles about a wide variety of subject matter related to wealth management and investing. From education articles, business opportunities, marketplace insights and current news you can find interesting information provided by Wealth Strategist Partners.

THE 50% RULE

Journal of Wealth Management, Fall 2017

An investment strategy focused on profits after fees and after tax may increase the proportion of your investment returns that ends up in your wallet.

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PICK YOUR BATTLES

Journal of Wealth Management, Fall 2016

For taxable investors, the disciplined marriage of investment strategy and good tax management, compounding over long periods of time, creates the capacity for powerful investment value added.

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WEALTH: GROW IT AND PROTECT IT


This acclaimed book helps you to design a strategic, focused, and disciplined approach to growing and protecting your financial assets. Using Stuart Lucas’s family history as a case study, Wealth integrates all the key components of wealth management, with your values, strengths, and ambitions at the core. Wealth is required reading for the Private Wealth Management program at the University of Chicago. FT Press, 2012.

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