Do You Need a Family Financial Summit? A Family Financial Summit is a family meeting that allows for the sharing of financial values and goals. This can be very helpful in aligning expectations about inheritance, responsibilities, and the legacy your family wishes to...
It is mind-blowing that we are already into April now. Easter has come and gone and the pollen is in full swing. Speaking of full swing, I can’t wait for the Master’s coverage this weekend! It is the best weekend of the year for golf fans. Let’s hope this beautiful...
Linea Private Wealth Management Celebrates 10 Years of Service This year marks a decade since Linea Private Wealth Management was established, and we couldn’t be more excited to celebrate with our clients, advisors, staff, and community. We are proud to be a...
Well, the markets certainly finished off 2023 with a bang! Those year-end statements were a pleasant surprise for most investors. I think we all needed that, and if you paid much attention through 2023, you may have noticed that the majority of the total returns came...
The holiday season has begun, and soon, we will all share time with our family and friends. As we reflect on the season, we wanted to take the time to thank you for your continued support. And to wish you and your family a happy and healthy Thanksgiving.-The Linea...
