Long Angle Blog
Key insights and strategies for navigating wealth.
Top 15 Questions to Ask a Financial Advisor Before You Commit
Discover the essential questions to ask when interviewing a financial advisor—covering fiduciary duty, fees, credentials, investment philosophy, services, communication style, and more.
Dan Pink on Floundering, Reinvention, and Redefining Success
Bestselling author Dan Pink joined Long Angle to discuss reinvention, identity, and what comes after financial success. Learn why floundering signals growth and how high-net-worth individuals are redefining purpose.
Non-Employer Health Insurance: A Strategic Guide for High-Net-Worth Households
What happens to health insurance when you no longer have a W2? For founders, early retirees, and wealthy families, navigating non-employer health insurance is a high-stakes decision.
High-Yield Checking Accounts for High Net Worth Households
Looking for the best checking accounts for wealthy individuals? Explore high-interest checking options, FDIC-insured accounts, and cash strategies trusted by high-net-worth families.
Best Portfolio Lending Rates in 2025: What Smart Investors Need to Know
This in‑depth guide reveals current benchmark rates, factors affecting pricing, and insider strategies to negotiate top deals on flexible, non‑conforming loans
Umbrella Insurance for High-Net-Worth Families: Answers to the 5 Most Common Questions
Umbrella insurance can be the difference between a bad day and a financial disaster. We asked our strategic insurance partner to answer the five most common questions Long Angle members ask about coverage limits, valuable items, high-deductible strategies, and more.
Are You Contributing Too Much to Your 401(k)? Key Risks for High-Net-Worth Investors
Wondering if you're saving too much in your 401(k)? Learn the risks, tax implications, and smarter strategies for high-net-worth investors in 2025.
Navigating Economic Uncertainty: Expert Analysis on Tariffs, Recession Risk, and Investment Strategy
Former Bridgewater CIO Bob Elliott analyzes tariff impacts on the economy, recession probability, and effective investment strategies for today's volatile market environment.
3% Rule (or 4% Rule) vs. Dividends: Optimizing Your Retirement Spending Strategy
Unsure whether to follow a 3% or 4% withdrawal rate or rely on dividends? Explore the key factors to optimize your retirement income strategy.
Understanding the Boglehead Strategy
Discover the Boglehead method, a low-cost and diversified approach that scales from new investors to ultra-high net worth individuals.