Programs

  • Wise Counsel Research Initiatives

    IN 2023, WISE COUNSEL RESEARCH (WCR) CONTINUED TO CONDUCT AND PUBLISH RESEARCH ON THE IMPACT OF FINANCIAL WEALTH ON INDIVIDUALS, FAMILIES, AND COMMUNITIES. MEMBERS OF WCR PRESENTED RESULTS FROM OUR FLAGSHIP RESEARCH, THE 100-YEAR FAMILIES STUDY, IN SUCH FORUMS AS THE WEALTH OF WISDOM PODCAST, NORTHWEST MUTUAL, THE PHILANTHROPY ROUNDTABLE, THE PURPOSEFUL PLANNING INSTITUTE, THE MONEY INSTITUTE PODCAST, AND MANY OTHERS. DR. KEITH WHITAKER, WCRS PRESIDENT, PUBLISHED ACCOUNTS OF WCRS FINDINGS IN MEDIA RELATED TO THE NATIONAL ASSOCIATION OF SCHOLARS AND WAS CITED BY A VARIETY OF NATIONAL AND INTERNATIONAL JOURNALISTS. IN 2023 MEMBERS OF WCR CONTRIBUTED OVER A DOZEN EPISODES TO A LONG-RUNNING PODCAST ON THE TOP PRACTICES OF WEALTHY FAMILIES AND THEIR ADVISORS RELATED TO OUR ONGOING RESEARCH.
    Geographies
    Not indicated
    Dates
    Jan 1, 2023 – Dec 31, 2023
    Source
    990
    No causes provided
    No populations provided
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    $0