1102 Partners, LLC

What kind of legacy do you want to leave behind? One of advisors’ top priorities should be helping clients leave the legacy they desire most. Part of that process has to involve estate planning. Proper estate planning ensures your wealth is transitioned efficiently, in a way that minimizes tax liabilities and preserves wealth for generations. However, proper estate planning is more than leaving a will. Considering family dynamics, legal challenges, philanthropic goals, business decisions, and family values should be part of the estate planning process, too. Aligning your wishes with your estate plan starts with a conversation with your advisor. So we ask: what legacy do you want to leave? 

Everyone has financial biases. Whether they’re deeply rooted, or you’re highly aware of the way you think about and approach money, those biases influence every financial decision you make—from everyday purchases to retirement planning and investment decisions. There’s a conversation happening in the wealth management industry placing more emphasis on the role these psychological biases have on investment decisions: behavioral finance. Understanding behavioral biases helps guide investors toward making more rational and informed decisions. Investors who understand how their behaviors and emotional reactions play into investment decisions can more easily avoid unfavorable decisions—like panic selling during market downturns, chasing trends, or becoming prone to herd behavior. We believe behavioral finance is a critical tool in your toolbelt to help you uncover your fears and motivations, so we can help guide you in the right direction. 

The best way to control market volatility-induced fear is to know that you’re not alone. Any focused investor feels a little shaken when unexpected events rear their ugly head. Our best advice? Prepare ahead of time. Our founder David Maley, CFP® shares his thoughts below. Work with an advisor who can help you weather the storm confidently and navigate investment decisions with a long-term focus. 

We believe financial advice is not what it used to be. The introduction of technology to the wealth management industry has been rapid and consistent, transforming the way advisors operate and communicate with clients. There are more regulatory and compliance needs than ever before, improving transparency and protecting clients from bad actors. Client expectations have shifted to more holistic demands, requesting more access to their advisor and deeper empowerment in controlling their financial futures. So, yes. In our opinion financial advice is not what it used to be. It’s better. We can show you what better financial advice looks like: info@1102partners.com 312-488-9727

Are you looking for expert investment guidance that understands your sophisticated financial needs? At 1102 Partners, we cater to a discerning clientele, providing the investment expertise of a large institution with the personalized attention of a family office. Our firm specializes in highly personalized financial strategies built and managed for individuals who value staying productive in their later years. With 1102 Partners, you can expect a collaborative approach that integrates your financial objectives with our strategic insights. We understand the importance of preserving and growing your wealth, and we are committed to helping you achieve financial success on your terms. Experience the difference of a wealth advisory firm that goes beyond the basics. Contact 1102 Partners today to learn more about how we can help you navigate the complexities of wealth management with confidence and clarity.

Are you looking for expert investment guidance that understands your sophisticated financial needs? At 1102 Partners, we cater to a discerning clientele, providing the investment expertise of a large institution with the personalized attention of a family office. Our firm specializes in highly personalized financial strategies built and managed for individuals who value staying productive in their later years. With 1102 Partners, LLC, you can expect a collaborative approach that integrates your financial objectives with our strategic insights. We understand the importance of preserving and growing your wealth, and we are committed to helping you achieve financial success on your terms. Experience the difference of a wealth advisory firm that goes beyond the basics. Contact 1102 Partners today to learn more about how we can help you navigate the complexities of wealth management with confidence and clarity.

Volunteering later in life is not only a way to give back to the community but also a great way to help with memory and cognitive function. Studies have shown that staying active and engaged in meaningful activities, such as volunteering, can have a positive impact on brain health. It can help stimulate the mind, improve memory, and enhance overall cognitive function. By volunteering, you not only contribute to the well-being of others but also experience personal fulfillment and a sense of purpose. It's a win-win situation that can have lasting benefits for your cognitive health and overall well-being. During retirement, one of the best things you can do for yourself is to stay active and engaged with others. Whether you're interested in volunteering at a local charity, mentoring younger generations, or participating in community service projects, there are plenty of ways to get involved and make a difference. Is there anything you are looking forward to doing in your retirement or semi-retired life? 

Looking to strengthen your family's bond while making a difference? Engaging in philanthropy together can do just that. At 1102 Partners, we understand the importance of family values and the desire to create a lasting impact. That's why we help families like yours navigate the complexities of giving strategies, ensuring your philanthropic efforts align with your values and goals. By involving your family in charitable giving, you're not only making a positive impact on the causes you care about but also building a stronger, more cohesive family unit. It's a way to instill important values in future generations while strengthening bonds and creating lasting memories. Whether you're interested in setting up a family foundation, establishing a donor-advised fund, or exploring other charitable giving strategies, we are here to guide you every step of the way. Discover how philanthropy can strengthen your family's bond and leave a lasting impact on the world. Schedule a consultation with us today.

Much is out of your control, but your reaction is always within it. Khalil Gibran's wisdom reminds us that our perspective and resilience shape our experiences, and this holds true in the world of investing. Despite the unpredictability of market fluctuations, a disciplined approach, and a well-diversified portfolio can help you stay on track. At 1102 Partners, we guide you in developing a personalized investment strategy tailored to your financial goals and risk tolerance. We support you in navigating market volatility with confidence and maintaining a disciplined approach and well-diversified portfolio. Contact 1102 Partners today to discuss how we can help you stay committed to your investment strategy and maintain a resilient mindset as you pursue your financial aspirations.

In a world that often glorifies busyness and productivity, it's important to remember the value of rest. Embracing rest is not a sign of laziness; rather, it's a crucial component of overall well-being and productivity. Rest allows our bodies and minds to recharge, leading to increased creativity, improved focus, and better decision-making. It also plays a vital role in maintaining good physical and mental health. Despite these benefits, many people struggle to prioritize rest in their lives. They may feel guilty for taking breaks or believe that constant productivity is the key to success. However, this mindset can lead to burnout and ultimately hinder long-term productivity and happiness. Finding a balance between work and rest is essential. This could involve scheduling regular breaks throughout the day, setting boundaries to protect your downtime, or simply allowing yourself to unwind without feeling guilty. By embracing rest and recognizing its importance, we can cultivate a healthier, more sustainable approach to work and life.