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.
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 ...
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 ...
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...
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...
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...
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...
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...
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...
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...
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...
