Our vision of wealth extends far beyond the boundaries of the stock market. Read on to discover our observations, explanations, and experiences in helping individuals, families, and foundations build enduring wealth.
If you’ve ever tried your hand at using a stand up paddleboard—or SUP—you know how important balance can be. One small shift of your weight in the wrong direction and you’re paddling in the water instead of on it. You also know ho...
In the midst of the coronavirus pandemic, I decided to write a book about charitable giving. As I’ve watched people everywhere respond to the global call to help others, two things have become glaringly clear to me. First, that i...
It’s been a wild year for the stock market. Even amid the economic challenges of a global pandemic, equities have performed stunningly well. Over the past 12 months, the global markets have climbed steadily, with the Dow, S&P ...
Annuities. Just mentioning the name of this controversial insurance product can raise the temperature in any room. Everyone—financial advisors, financial columnists, and anyone planning for retirement—seems to either love them or ...
Financial fraud. It’s something no one wants to think about—especially during the pandemic when it feels like we need every ounce of energy just to stay safe and healthy. Unfortunately, scammers seem to be using all of their time ...
The transfer of wealth to the next generation is one of those topics no one likes to talk about. It’s no wonder Estate Planning ranks as one of the least liked topics for our clients. While we all know death is inevitable, p...
"When we give cheerfully and accept gratefully,
everyone is blessed."
— Maya Angelou
It’s been a tough year. That’s putting it mildly. Though while there have been many challenges that have come with th...
Decades in the making, this friendship helps Leisure tick
When Marr wrote about the origins of our firm at the start of 2020 (back when we naively thought we were embarking on a ‘normal’ year), he talked about the synergy he had with the original partners of the firm, Ray and ...
If there’s one thing 2020 has proven to us all, it’s that life can be full of surprises. In the face of the pandemic, most of those surprises have been unwelcome. Yet through it all, I see people everywhere finding silver linings ...
How presidential elections impact the stock market
As we come into the final stretch of the 2020 election period, there’s one question that seems to be on the mind of every investor: How will the election impact my p...
