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The Cobblestone Advisor April 2022

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Important Considerations for Generational Wealth Planning

Featured

Important Considerations for Generational Wealth Planning

Cornelius Vanderbilt had an estimated fortune of $100 million when he died in 1877. His son, William, doubled that fortune over the next 10 years, to the equivalent of over $5 billion in 2022 value. But today, the Vanderbilt fortune has all but disappeared. Some of the disappearances are due to the simple arithmetic of now six generations. Some are due to gambling problems and pure overspending. But a significant cause of the Vanderbilts’ loss is the lack of proper management. Thankfully we can learn from their mistakes.

Let’s highlight some of the most important steps for managing generational wealth.

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Cobblestone Insights

June 22, 2022

Important Considerations for Generational Wealth Planning

Cornelius Vanderbilt had an estimated fortune of $100 million when he died in 1877. His son, William, doubled that fortune over the next 10 years, to the equivalent of over $5 billion in 2022 value. But today, the Vanderbilt fortune has all but disappeared. Some of the disappearances are due to the simple arithmetic of now six generations. Some are due to gambling problems and pure overspending. But a significant cause of the Vanderbilts’ loss is the lack of proper management. Thankfully we can learn from their mistakes.

Let’s highlight some of the most important steps for managing generational wealth.


May 19, 2022

Top 5 Financial Podcasts to Listen to Now

Over 120 million Americans now listen to podcasts for entertainment, information, or simply to pass the time. One reason these audio programs are so popular is that they let people multitask, learning about a topic of interest while they walk the dog, pick up the kids, or get ready for the day.

It’s no surprise, then, that financial content creators have gravitated towards podcasting as a new medium to reach their audiences.

After hearing what the podcasting world has to offer, we’ve chosen our top 5 favorite financial podcasts.


April 6, 2022

10 Financial Questions to Ask Before Buying a Home

You’re ready to buy a home, but you have lots of questions. That makes sense, because purchasing a home is one of the biggest financial decisions you can make. It costs money today, tomorrow, and (potentially) for the rest of your life. We’re here to help with answers to the 10 most common home buying questions.