Retirement
What’s the Best Retirement Age for High Achievers?
Pinpoint your best retirement age by balancing finances, health, and the vision you have for life after work.
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Award
Jeremy Welch Named InvestmentNews Top Financial Professional
We're proud to share that Jeremy Welch, BEW's Managing Principal and Senior Advisor, has been named to InvestmentNews' 2026 Top Financial Professionals in the US.
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Retirement
Should You Diversify Immediately After a Liquidity Event?
Diversifying after a liquidity event is rarely as simple as "sell everything now" — a staged, tax-aware approach usually leads to better long-term outcomes than rushing the process.
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Retirement
You’re Approaching Liquidity — But Is Your Life Ready Yet?
A liquidity event changes far more than your net worth — this piece covers the financial, psychological, and relational shifts to prepare for before and after a major windfall.
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Retirement
7 Retirement Mistakes High Achievers Make After They’ve Already “Won”
Seven common retirement planning mistakes that financially successful people make are explored here, from underestimating healthcare costs to treating retirement as a one-time, irreversible decision.
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Retirement
Working Longer Than You Have To: Why “One More Year” Is So Hard to Walk Away From
This article examines why financially-ready people keep delaying retirement and how to recognize when "one more year" is driven by psychology rather than real financial need.
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Quarterly Commentary
2025 Rewards Patience, Discipline, and Diversification
Several themes defined a strong 2025. International markets emerged from the shadows. Artificial intelligence (A.I.) dominated headlines. Tariffs provided a productive, short-lived disruption. And...
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