Recently, a woman in the early stages of a divorce was referred to us by her attorney. The couple had...
SHWM’s personal approach provides one-on-one relationships between each client and the various members of their SHWM team. We believe that...
While the needs and expectations of the professional service provider's Family CFO may be the same as any other professional,...
Business owners and executives know that a well-qualified, experienced CFO is one of the most valuable assets in their organization....
Have you seen an article about converting your IRA to a Roth IRA? Many financial companies are running ads...
Spring Cleaning for the File Cabinet
This article from May 2012 is often-requested, as we all seek to "spring clean" just about any time of year....
Should I Pay Off My Mortgage Early?
This is a question we are frequently asked. The answer is typically subjective and the list of variables to consider...
