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April 28, 2025
Legacy: What We Build Together
By Terry Horan, CEO, HORAN WealthBuilding Something Greater Than OurselvesLegacy is much more than…
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April 14, 2025
Fostering Connection, Unity, and A Legacy of Generational Wealth
A Conversation with Susan SchoenfeldIn Private Wealth Management at HORAN Wealth, we know that…
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April 7, 2025
3 Keys to Raising Families in an Atmosphere of Wealth
By Susan R. Schoenfeld, JD, L.L.M., CPA, MBAAs originally published in Talking Trends online…
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March 31, 2025
Concentration Risk in an Investment Portfolio
Much has been written about the Magnificent 7 stocks (Apple, Microsoft, Nvidia, Meta, Alphabet …
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March 24, 2025
The Wealth That Money Can’t Buy: Strengthening Family Through Giving
True Wealth Goes Beyond Financial SuccessAt HORAN Wealth, we believe wealth encompasses more than…
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March 11, 2025
Are You Getting the Most Out of Your Outside Advisors?
The Importance of a Unified Wealth Advisory ApproachThe largest wealth transfer in history—over $83…
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March 3, 2025
Will Your Business Outlast You? Why You Need a Business Succession Plan Now
For over 75 years, HORAN Wealth has helped business leaders and their families build, grow, and…
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February 24, 2025
Generational Split Dollar Planning: A Multi-Generational Approach for Legacy-Minded Families
This article highlights the key benefits and risks of General Split Dollar (GSD) planning. Written…
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February 17, 2025
Private & Alternative Investments: Unlocking Growth While Managing Risk
One of the advantages of affluence is access to premier alternative investments unavailable to most…
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