March 2025 • www . fa-mag . com

Safe Spaces

Wealthy families seek physical security .

KNOWLEDGE FOR THE SOPHISTICATED ADVISOR

A Home Insurance Crisis

Homes in disasterprone areas could be uninsurable .

The New Asset Allocation

Problem

There are more small caps in indexes than you think .

Judith Lee , senior vice president and wealth management advisor at Lee Casey Group , Merrill Lynch in Bedminster , N . J .