The Family Office Chronicle

Inflation, volatility, and longevity threaten your retirement. Learn how Time Optimized Planning™ helps retirees adapt, protect income, and invest with confidence.

Volatility is inevitable—but panic isn’t. Learn how long-term investors can manage risk, harness patience, and work with a Family Office Director to stay resilient.

Financial Gravity’s Family Office Directors help clients offset, convert, and eliminate taxes with smart planning strategies during and beyond tax season

Explore how AI parallels past tech revolutions, from the internet to biotech. Discover the risks, opportunities, and valuations shaping today’s market.

Reflect on 25 years of change and opportunity in investing. Learn how to maximize net returns, tackle inflation, and secure your financial future.

Tariffs are more than taxes. They can protect industries, raise consumer costs, and shape investor decisions. History shows their impact is unpredictable—but smart, long-term retirement planning can weather these storms.

Thanksgiving reminds us of gratitude’s power, even in finance. Studies show thankfulness boosts resilience, reduces impulsive decisions, and strengthens advisor relationships. Shift focus from wealth to purpose for lasting success. Get a no-cost portfolio analysis today.

According to Statista, at the end of 2023, there were nearly 22 million American millionaires. That’s almost 7% of our population; one in every 14 Americans is now a millionaire. One might assume that being a millionaire would guarantee entry into a privileged class, but we believe a credible argument can be made that our millionaires are the single most underserved cohort in the U.S.

Elections in America can get pretty intense. Politics has sometimes been a blood sport quite literally, but we caution readers to compartmentalize when considering their vote because it has been a very bad idea to confuse the outcome of elections with the behavior of the stock market. In this month’s Chronicle, we’ll be reminding our readers not to predict the financial outcomes of elections. We believe that they will take comfort from the actual historical record.