During volatile market periods like the one we are in now, it is more important than ever to hear timely market updates. What are we seeing right now and where will things be headed? Is a recession imminent?youtube.com/watch?v=7k0KmJ…

Making a change is never easy especially when the change in question is the sale of a business you have poured your entire life into. In this article for Entrepreneur, I share some tips on how business owners can embrace this new chapter in their lives.bit.ly/3P40ZyV

Increasing demand for alternatives comes as investors seek to inject alpha into their portfolios. But what are some potential drawbacks to consider before investing? Read my latest article for Kiplinger kiplinger.com/investing/down…

2023 has been an interesting and volatile year in investing and the markets. What's next as Q4 approaches? Watch the full market update from Peter J. Klein youtu.be/S9F_PJsIs80

. Peter J. Klein is the CIO and founder of ALINE WEALTH, a wealth-management firm for foundations, endowments and business owners. Klein specializes in socially responsible #investing with a focus on investing in #water. Read our exclusive interview: pulse.ly/8olc7l36qn

Anyone who has seen #SuccessionHBO can attest to the roller coaster of emotions in family businesses. In this article for Entrepreneur I dive into the key steps involved in helping to ensure a smooth transition of your business to the next generation. shorturl.at/wyOR7

Water has been one of my favorite investment themes for years but it is becoming increasingly compelling. Investing in water could mean better infrastructure, access to cleaner drinking water, and a more sustainable future for generations to come! etf.com/sections/featu…

There are approximately 32.4 million #FamilyOwnedBusinesses in the US, but only around 27% have a #SuccessionPlan. Does yours? linkedin.com/pulse/sustaina…

By encouraging a healthy family wealth culture, wealth managers can articulate a common purpose and support generational wealth transfer. #WealthManagement #FamilyOffices linkedin.com/pulse/evolving…

Listen to the latest episode of Find Your Exit #podcast with guest Dan Donnelly #exitplanning #businessowners #sellingyourbusiness alinewealth.com/blogs/find-you…

With potential storm clouds looming, how should investors navigate market opportunities while preparing for possible slowdowns? Watch my latest ALINE WEALTH Market Roadmap: alinewealth.com/blogs/aline-ma…

Read the latest ALINE Market Roadmap from our CIO Peter J. Klein

Did you know frequent job changes can impact #retirement savings? Many employees cash out their #401k when leaving a job, causing them to possibly lose out on market returns and compounding interest. In fact, ~41% of workers withdraw from their accounts. barrons.com/amp/articles/r…

Wondering where to move your money? With the Fed poised to cut interest rates, it’s time to rethink your financial strategy. I discuss sticky inflation in this article for Yahoo News finance.yahoo.com/news/where-to-…

Watch the latest episode of 'Coffee with Krav' for an engaging and insightful conversation with a CPA and Estate Attorney on what you need to know to change your domicile to a non-tax state like Florida. youtu.be/mzvJBqgMdFc

Watch the latest episode of Coffee With Krav with Dr. Robyn Odegaard: alinewealth.com/blogs/coffee-w…

Our latest Coffee With Krav guest is Stephanie Link of Hightower . Stephanie joined us to discuss recent market performance, impactful themes and trends, the current macro environment, and what she anticipates for 2025. alinewealth.com/blogs/coffee-w…

In this episode of Find Your Exit, I was joined by the wonderful Justin Goodbread a successful entrepreneur who built, grew, and sold multiple businesses, becoming a millionaire before the age of 40. Give it a listen now: alinewealth.com/blogs/find-you…

Curious about the current market and economic landscape? 🌍📈 Discover our insights on inflation, consumer spending, and investment opportunities in our latest ALINE WEALTH Market Roadmap: alinewealth.com/blogs/aline-bl…

Major policy changes are now law. The One Big Beautiful Bill Act (OBBBA), signed on July 4, introduces significant reforms to tax policy, healthcare, retirement planning, and energy regulation. alinewealth.com/blogs/aline-bl… #FinancialPlanning #TaxPolicy #LegislationUpdate