Capital Highlights

Private foundations can be great tools for affluent individuals and families to use for their charitable giving. But there are important factors that often get ignored when setting up and running a private foundation.

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

The very big picture:

Many extremely wealthy people have a much better handle than others on a key concept of success: the long game.

Achieving great results—financial or otherwise—starts with a clear picture of your end game that may be years or decades down the road. Armed with that clarity, you can build an action plan of steps that will keep propelling you toward your ideal future. Here’s how to make it happen.

The self-made affluent have lots to tell us about how to find and work with financial professionals so we can build, maintain and use our wealth effectively. Read Four Ways the Super Rich Manage Their Wealth which can potentially have a big impact on your financial future. 

~ Dick Blakeley, President/CEO