Monthly Archives: December 2015

From Crain’s Wealth, December 11, 2015 By Thomas Mingone, Managing Partner Over the next 40 years, it’s projected that more than $41 trillion will be inherited by the children of baby boomer parents, the single largest intergenerational wealth transfer in human history. Yet few of us have done much in the way of meaningful planning… Read more »

U.S. consumers may be feeling more financially healthy now, but that doesn’t mean budgeting should fall off our radar — especially around the gift-giving season. Watch the video featuring Capital Management Group founder Tom Mingone, or read the article on The Street for advice on how to spend wisely this holiday.