The Act of Giving
The Act of Giving “Giving is not just about a donation, it’s about making a difference.” – Kathy Calvin The idea of giving is a noble one, but often misconstrued...
Transferring What Matters Most
How do you transfer what matters most to those who matter most to you? That is the central question of estate planning. And it’s the chief area where estate planners...
Market Update | May 6, 2020
Market Update | May 6, 2020 As I was reading a book to my kids last night at their bedtime, this passage jumped off the page at me: “Besides I...
Market Update | April 5, 2020
Market Update | April 5, 2020 Emotion, which is suffering, ceases to be suffering as soon as we form a clear and precise picture of it. – Viktor E. Frankl,...
Market Update | March 26, 2020
Market Update | March 26, 2020 It was the best of times, it was the worst of times, it was the age of wisdom, it was the age of foolishness,...
Market Update | March 17, 2020
Market Update | March 17, 2020 A new bear market, the marshmallow test, and why waiting is hard At the time of this writing (Mon. 16th), stock market indices were...