News & Events

  • Lack of Communication Killing Family Wealth

    Financial Advisor Magazine
    By
    Jadah Riley
    June 6, 2018

    Lack of communication and trust has depleted 60 percent of family fortunes, according to a recent white paper from BNY Mellon’s Pershing entitled “Parent Trap: Avoiding Common Multigenerational Wealth Planning Pitfalls.” On the other hand, poor financial planning accounts for 3 percent of bankrupted family wealth. The survey’s findings highlight an opportunity for financial advisors […]

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  • July 2018 – Trade Tensions Escalate: How Serious a Threat?

    By
    YorkBridge Investment Committee
    July 2018

    At the time of this writing, the steady drumbeat of headlines highlighting the threat of trade tariffs have sent shockwaves through the market manifesting in a clear uptick in volatility. But should we be worried? Importantly, successful long-term investing depends heavily on the ability to detach emotional response to the news du jour. Discipline is […]

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  • Financial Planning For High-Net-Worth Women With Stay-At-Home Husbands

    Financial Advisor Magazine
    By
    Jadah Riley
    April 23, 2018

    Women are the breadwinners in nearly one-third of all married and co-habitating households, and that number is rapidly expanding, according to a recent report from the Pew Research Center. Yorkbridge Wealth Partners, a New York City-based wealth management company, is an example of one firm helping high-net-worth bread-winning women navigate financial planning in one-income households. “There’s no […]

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