2020 Annual Client Letter
Tom, Lindsey and Frank welcome you to our first Annual Client Letter. We are here to help you and your family preserve and […]
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Market Declines
A Personal Letter to My Clients During This Unusual Time
The stock market drawdown that we are currently experiencing is the sharpest that we have seen since 2008. As I write, the S&P500
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The Season of Darkness, The Spring of Hope
Last week, from the 5th to the 11th of April, 6.6 million more Americans filed for unemployment. This brings the total to over
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Gifting in a Volatile Market
During times of market volatility, it’s important to review your charitable options and opportunities. The coronavirus has financially impacted individuals and businesses, and
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