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
Risk Aversion – Is It a Fad...
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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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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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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February 2019 Newsletter
Why is February the Shortest Month of the Year?
Ever wonder why the month of February has only 28 days?  After all, we could have used a few extra days  this year with the Dow Jones Industrial Average finishing February with an 11% year-to-date gain.  Myth has it that in Ro...
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