Two Ways to Amplify Your Charitable Giving
One of the top lessons that we have learned from working with extremely wealthy individuals and families is the importance of magnifying the positive impact of financial decisions. By regularly…
A Wall Around Your Wealth: The Importance of Asset Protection
Success can come with a major downside: It can make you a potential magnet for lawsuits—including frivolous and unfounded ones—and other attacks that can wreak havoc on your financial health…
Understanding Estate Tax Laws and Proposed Changes
Dave recently had a chance to sit down and discuss some critical changes to estate tax laws with Attorney Cory Howes of the Strauss Attorneys Group in Raleigh, NC. In…
Managing Your Health in a Post-Covid-19 World
Regardless of how Covid-19 has affected your personal health, chances are that it has made a difference in the health care you receive and are able to access. We asked…
Milestone Wealth Supporting Greenville NonProfit Community
When Milestone Wealth Founder Dave Hunt invested in a new office in the heart of Greenville, NC, it was also an investment in the community. See how he'd like his state…
GameStop Stock: Milestone Wealth Featured on Local NBC News
If you’ve watched the news or been on social media at all in the last couple of days, you’ve seen articles and posts about GameStop and the stock market. Last…
Election Season & The Markets
There are 3 things your mom told you not to talk about: Politics, Religion and Money. Well, in this video, Dave is going to talk about two of them! As…
Preparing Heirs for Their Inheritance
Inheriting money comes with plenty of benefits. From being less worried about paying for life’s necessities to enjoying the luxuries affluence can bring, inheritors often find that many of life’s…
What is the Long-Term Trend of the Market?
In this video, listen as Dave explores the long-term trends of the market, including a snapshot of bull and bear markets dating back to 1896. Focusing on the long-term and…
Elite Wealth Planning – What it is and Why it Matters
Elite wealth planning often plays a key role in the lives of today’s highly successful individuals and families—as well as those who are on the path toward great financial success.…
