In the U.S., wealth is shifting to women. In fact, they are expected to control 2/3 of private wealth ($22 trillion) by 2020. Here's how you can get involved.

Learn how Socially Responsible Investing (SRI) is impacting today's nonprofits and whether it compromises investment returns.

What are the two biggest challenges facing nonprofit executive directors today? Find out here...and learn what actions to consider to tackle those challenges.

Many people have illiquid assets and when setting up their estate plan, they may not be aware of the impact the estate tax will have on their heirs. Learn more

Life is full of unexpected surprises, both positive and negative. Learn what two things you need to better cope with those unwanted surprises.

To best leverage expertise and experience of our advisors, MCWS formed Specialized Practice Groups to serve as a resource for the firm and clients. Learn more!

Looking back at 2017, it was the best year for stocks since 2013. But what does the strong markets of 2017 mean for the 2018 outlook? Let history be our guide.

Did you know nonprofits are particularly at risk of unknowingly sabotaging their staff’s self-care? Here's how to ensure your nonprofit is healthy and happy.

It's that time of year when we think about New Year's resolutions. Here's why it's important to focus your goals not just on your personal health but also on your financial health.