PRIVATE WEALTH MANAGEMENT


529 plan

What form of organization is best for your business?

Did you know that sole proprietorship is the most popular form of business ownership? Did you know that no form of ownership shields you from personal liability for your malpractice or negligence? Insurance is available to manage this risk. Did you know that you are able to begin with one form and switch to another […]

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100 Motivational Quotes That Will Inspire You To Be Successful

1. If you want to achieve greatness stop asking for permission. ~Anonymous 2. Things work out best for those who make the best of how things work out. ~John Wooden 3. To live a creative life, we must lose our fear of being wrong. ~Anonymous 4. If you are not willing to risk the usual you will have […]

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Build Your Retirement Income: Ten Tips for Getting Into the Investment Game

As a registered investment advisor, one of my specialties is managing money. As I do so, if my client is interested in learning about the process, I teach them. I prefer inquisitive clients who love to learn. I talk to each of my clients at least monthly to review the moves I am making with […]

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What our clients say

Mark Blair did a GREAT job of building a curriculum for all of us at the Ontological Design Community Conference, and facilitated it beautifully. Thank you for the wonderful contribution you made to our community!

Ron Kaufman
Author

Ron Kaufman is a New York Times Bestselling Author and globally recognized as a keynote speaker, columnist, management consultant, author and founder of the customer service training company, UP! Your Service. Ron was also a workshop participant of Our Golden Years as Conversations of Design, October 25, 2014, Menlo Park, CA.

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Recommended Reading

The Parallel Process: Growing Alongside Your Adolescent or Young Adult Child in Treatment by Krissy Pozatek 

For many parents of troubled teenagers, a therapeutic program that takes the child from the home for a period of time offers some respite from the daily tumult of acting out, lies, and tension that has left the family under siege. However, just as the teenager is embarking on a journey of self-discovery, skill-development, and emotional maturation, so parents too need to use this time to recognize that their own patterns may have contributed to their family’s downward spiral

The Parallel Process: Growing Alongside Your Adolescent or Young Adult Child in Treatment via Amazon


Insights

U.S. News & World Report staff writer, Deborah Ziff, interviewed Mark Blair for advice on using graduation money for college savings. “I think that college is probably the best investment that a young person can make,” says Mark Blair.

Blair Wealth Management counsels individuals and families to help prepare for college and successful career paths. Click below to read the full article, Grow Graduation Gift Money for College.

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