IWM Advisors, LLC  166 East 61st Street–Suite 6B  New York, NY 10065

917.697.4156 peterculver@iwmnyc.com

Tag : Peter Culver

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Where’s The Biggest Risk: Inside Your Portfolio or Inside Your Family?

Wealthy investors worry about many things that can injure their portfolios – bad markets, fees,  taxes.  However, the biggest danger to your investments may lie outside your portfolio. In this post, Family Wealth Advisor Peter Culver discusses the importance of family dynamics in preserving wealth. It was the classic American story. A hardworking entrepreneur, who…

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Retirement is Looming: Are You Ready?

Did you know that 10,000 people are celebrating their 65th birthday in the United States today? In fact, 10,000 people celebrate their 65th birthday every day in the US. Studies have shown that the number one worry for people on their 65th birthday is money. If they feel like they don’t have enough money to…

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