The Rooney Blomberg Group

Insights and Outcomes

Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.

Health Risk Management

For the best financial and medical outcomes when managing an acute or ongoing health issue, individuals need a proactive, personalized strategy focused on their needs and risk factors.

Investment Implications of the Tax Cuts and Jobs Act 2017

While much of the attention garnered by the Tax Cuts and Jobs Act has focused on changes affecting corporations, the reality is that the Act has significant impact on individuals as well.

Wealth Education and Empowerment for the Younger Set

Wealth education can be a powerful resource for family members of all ages to manage more effectively the responsibility and opportunity that come from possessing and stewarding substantial wealth.

“I Am What I Have”

One of the critical services a financial advisor can provide is to help ultra-high net worth clients understand the pull of the endowment effect, the status quo bias and loss aversion in our decision-making, and help us resist coming under the sway.

Your Digital Afterlife: What’s The Plan?

Your digital content is an assembly of everything you have collected online over time and can have tremendous value to both you and your beneficiaries. Digital assets should be thoughtfully considered as part of every estate plan.

The Capex Conundrum and Productivity Paradox

By many counts, the economic recovery of the past nine years has been a disappointment. Rising productivity, increasing the amount of output for each unit of input, is what powers real wage gains and bolsters living standards.

The Basics of Asset Protection Planning

Clients often hear about asset protection planning, but it is not always clear which techniques, if any, would truly benefit them. It is necessary first to identify the source of a client’s future liability, and then to outline the strategies available to shield the client from that liability.

The Power of Why

If you asked me to identify the one thing that successful families have that others don’t, I’d say they have a common purpose. They understand that they share a sense of where they’re going together and what they’re trying to accomplish as a family.

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