The very big picture (a historical perspective):

The very big picture (a historical perspective):

When making decisions about your money, it can be smart to know the steps that extremely affluent individuals and families take to grow and protect their significant wealth.

They say we get wiser as we get older, but let’s face it: Many new uncertainties and challenges can crop up as people get deeper into their golden years.

New challenges arise as our parents age—and as we enter our golden years, too.

NOTE: Areas with blue text show the most recent market updates since the last Capital Highlights email.

Too many charitable individuals and families may not be taking steps to make their giving as impactful as it could be. They may also be missing out on valuable tax advantages. Find out how to be philanthropic in ways that boost the benefits to your favorite charity—and to your bottom line. Read Charitable Giving, the Tax-Wise Way to learn more.