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.
The language of money is ripe with terms that are foreign to many investors. As an investment advisor, I spend my days literally swimming in financial jargon. Words like derivatives, wrappers, EBITDA, yields, and value-oriented...
As all of us continue to struggle though this highly unusual time in history, it seems that death—the possibility of it for ourselves, those we love, and people around the globe—is more present than ever. Every day we are bom...
The CARES Act can boost your giving power
The coronavirus has been devastating for individuals, businesses, and communities the world over. And yet one shining light throughout the pandemic has been the outpouring of love and...
It’s stunning how quickly everything has changed in the past few weeks.
As the coronavirus outbreak has continued to spread, so have local mandates to stay at home, which has put a strain on all of us. One thing that fascinates m...
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...
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...
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...
