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
Update on COVID-19
March 13, 2020
March 12, 2020
You may be asking yourself how do I weather the storm we are in today? Our answer is simple. Stay calm and invest wisely. With the equity markets having their biggest one-day decline since 1987, we wanted to give you an update on...
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February 2020 Newsletter
February 28, 2020
The Upside to a Down Market: Tax-Loss Harvesting
There are two things on many investors’ minds at the moment: the looming tax deadline, and the current state of the stock market. Neither can be avoided. (I sometimes wonder if the old saying should be revised to, “Nothing is cer...
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Risk Aversion – Is It a Fad...
February 27, 2020
The Spreading Concerns from the Coronavirus
With all of the angst appearing in the financial markets, the Coronavirus (COVID-19) has finally made its mark in history as probably one of the most talked about subjects on social media. We have read quite a bit about the...
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January 2020 Newsletter
January 31, 2020
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…
January 28, 2020
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
December 23, 2019
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
November 27, 2019
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...
November 8, 2019
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
October 31, 2019
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
October 8, 2019
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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