Botkin Family Wealth Management

08/20/2026

Wishing all students, teachers and parents a wonderful school year.

07/20/2026

Trump Accounts: What Parents and Grandparents Should Know

Trump Accounts have been in headlines for months. Few of those headlines explain them the same way.Depending on the article, they sound like a college fund, a retirement account, or something brand new altogether.For parents and grandparents trying to figure out whether any of it matters for their f...

07/06/2026

How Retirement Has Changed Over the Last 75 Years (And What It Means for Your Plan)

Retirement used to mean a short, quiet final chapter. For many people today, it's something else entirely.For much of the last century, retirement followed a fairly predictable pattern: work for decades, retire around age 65, and slow down. Today, that picture looks very different.Retirement has evo...

07/03/2026

Happy Independence Day!

07/01/2026

Checking Your Portfolio Isn't the Same as Reviewing It

Nearly half of investors check their portfolio at least once a day.1Many of them aren't reviewing anything.They're refreshing a number. Watching it move. Sometimes celebrating. Sometimes panicking. But not actually evaluating whether the portfolio is built for the life they're heading into.That's a....

06/15/2026

Business Succession Planning: Built to Last vs. Built to Transfer

Many business owners spend decades building something that works. The team. The reputation. The customers who keep coming back.Then comes a quieter assumption: that when it's time to step away, the rest will somehow sort itself out.Research suggests it usually doesn't.The Businesses That Quietly Run...

05/22/2026

04/23/2026

Take Your Child to Work Day, 2026! 6 of our 7 children arrived at 9 AM and took turns climbing the ladder to change the message board outside our office to celebrate Henry's milestone birthday! Henry arrived at 9:30 after successfully obtaining his driver's permit at the DMV. The kids entered our conference room excitedly to see a table filled with prizes. Their first challenge? Decide whether to eat one Peace, Love and Little Donut *now* or wait 20 minutes and be allowed *two* donuts. All of them chose to wait, and we talked about the power of waiting when it comes to money. Invest today, enjoy compounded rewards later! Big Les held a handshaking clinic with the kids focused on eye contact, a smile and a confident grip. He also played left-right-center with the kids after a lesson about individual stocks, showing that sometimes in the short term, investing can feel like a game of chance. We discussed learning to talk with people and most importantly, asking people about themselves and listening to them, and the kids took turns talking with each other and learning all they could. They took a quiz on the history of Botkin Family Wealth Management, partook in an office scavenger hunt, played Who Has (a money game showing the value of coins), competed in a "Draw the CIO" contest, celebrated Big Les's upcoming 75th birthday and by the end we devolved into tossing footballs and playing hide and go seek. Whew! Right around noon, I checked my watch only to find that it was actually 9:51 AM. Lol! A great day with our beautiful kids!

04/07/2026

Join us in congratulating our Executive Assistant, Erin Hutter, on passing her Series 7 exam yesterday! We were on pins and needles here in the office waiting for word from Erin, who was making her first attempt at this fiendishly difficult test after a year of preparation. At 4:26, in came the text: PASSED!

This tremendous accomplishment is especially impressive given that Erin joined us just two years ago from an entirely different industry, having served as Director of The Children's Home of Pittsburgh - a Lemieux Family Center. Since then she has made a wonderful impact on our firm and our client experience - she is a joy to work with, and many clients have commented about her warmth, helpfulness and enthusiastic attention to detail. Holding a Series 7 license will allow her to serve clients at an even higher level, enabling her to process transactions and partner even more knowledgably with advisors and investors.

Erin, we are proud of your hard work, determination and growth! Congratulations!