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
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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May 2019 Newsletter
April Showers Bring May Flowers
The month of April, traditionally a rainy period, gives way to May, when flowers bloom and people begin looking at the summer months ahead. It can also be a metaphor that a period of discomfort can provide a period of happiness...
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April 2019 Newsletter
Record Breaker
As we go to press we are about to set a financial record. You might think we are talking about a record close for the S&P 500 (that was set on April 29, 2019) or the NASDAQ (also set on April 29, 2019). But you would be...
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March 2019 Newsletter
March Madness
March Madness is heating up. This weekend we will be rolling into the Sweet 16 round of NCAA basketball where the top teams go head to head, competing for the Elite Eight, the Final Four and finally the championship game....
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