How to have a valuable family conversation about your estate. Talking to family members about estate planning and legacies can be uncomfortable. These […]
Leaving Money to Your Kids? Consider These Inheritance Tips View More »
Explore a spectrum of strategies that can help you live out your family legacy.
The Building Blocks of a Family Legacy Plan [INFOGRAPHIC] View More »
The first six months of 2020 saw the advent of the worst global public health crisis in a century— since the 1918 influenza
2020 Midyear Client Letter View More »
MONEY IS THE NUMBER ONE SOURCE OF EMOTIONAL STRESS FOR AMERICANS, according to a recent study1, significantly more than personal relationships, work or
How to Interview a Financial Adviser View More »
Need to change jobs? Read five tips to help you redesign your work life. This moment of crisis has many of us wrestling
Making a Career Pivot View More »
Making a difference can start with how you live your everyday life. When you think about your legacy, perhaps you hope to one
6 Actions That Can Build an Enduring Philanthropic Legacy View More »
It is rare that we can accurately predict the future, but here is one case where we can confidently do so. On Monday
How to Predict the Future, with Motorcycles and Department Stores View More »
Tom, Lindsey and Frank welcome you to our first Annual Client Letter. We are here to help you and your family preserve and
2020 Annual Client Letter View More »
The stock market drawdown that we are currently experiencing is the sharpest that we have seen since 2008. As I write, the S&P500
A Personal Letter to My Clients During This Unusual Time View More »
Last week, from the 5th to the 11th of April, 6.6 million more Americans filed for unemployment. This brings the total to over
The Season of Darkness, The Spring of Hope View More »
