Insights
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.
Archived Articles
January 2020 Newsletter
Contagion: Should the Coronavirus Give Investors Pause?
As the market attempts to sustain the fever pitch of 2019 into the new year, a deadly epidemic has struck across the globe threatening to put a halt to the seemingly secular growth we have become accustomed to in the United...
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In the Beginning…
Our Origin Story. 18 Years and Counting.
A few weeks ago, a client made a simple statement. “The day I call your office and can’t reach a real person with real answers will be the day I know it’s time to move on.” His words confirmed one very important thing: that we’ve ...
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December 2019 Newsletter
Feeling SECURE in Retirement
In the midst of all the impeachment news Congress and the White House have passed and signed a year-end government spending bill that has some significant changes for retirement savings.  This legislation is named the SECURE Act ...
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November 2019 Newsletter
Thanksgiving
It’s that time of year again when we ponder what we are thankful for.   This year we are thankful for our clients.  So many of you have dedicated your lives to doing good and giving back to society.  One of our clients formed a ch...
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Boost the Impact of Charitable...
For years, charitable giving has been one of my personal passions. I currently serve as a board member for and advise numerous private family foundations, and I have served as Chairman of the Board for a local community...
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October 2019 Newsletter
Year End Charitable Giving
Every year, around the holidays, we get questions on how to lower tax bills and charitable giving always comes to the forefront of the conversation. How fitting that a gift can both be rewarding to the recipient, but reciprocal...
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September 2019 Newsletter
Words To Live By
We are often asked to spend time with client's children to talk about how to go about saving and investing for the future. It can be a challenging exercise because investing can be quite complex, yet our goal is to make it simple...
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August 2019 Newsletter
Let's Do The Limbo Rock
Chubby Checker had a big hit that you hear at most wedding celebrations. You know, dancing under the stick without touching it. "Limbo lower now, Limbo lower now, How low can you go?" It's always a crowd favorite, usually played...
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July 2019 Newsletter
Time For An Annuity Check
While the world of finance can be confusing to navigate, there is no more confusing an area than the insurance industry. We frequently meet with investors who have various types of insurance and annuity products. With very few...
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June 2019 Newsletter
Deal or No Deal
In the game show Deal or No Deal a game show contestant chooses a briefcase to eliminate from 26 briefcases all containing some amount of money inside ranging from $0.01 to $1,000,000. As the number of remaining suitcases...
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