Leaving Your Lasting Legacy Want to do more with your wealth? You might want to consider creating a charitable foundation. Related Content A Brief Guide To Condo Insurance Important items to consider when purchasing condo insurance. Investment Challenges of the Affluent Investor Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind. Asset Allocation Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.