This is the time when our family of clients rely on our expertise, judgment and character the most. And we are happy to serve. If you or a family member has been worried about the markets, feel free to share our most recent message (dated 03/24/2020).

This is the time when our family of clients rely on our expertise, judgment and character the most. And we are happy to serve. If you or a family member has been worried about the markets, feel free to share our most recent message (dated 03/20/2020).

This is the time when our family of clients rely on our expertise the most. And we are happy to serve. If you or a family member has been worried about the markets, feel free to share our most recent message (dated 03/17/2020).

Please enjoy our ECONOMIC COMMENTARY along with FAMILY GOVERNANCE & WEALTH MANAGEMENT strategies that we share monthly with our clients.  

On Friday, February 28th, 2020 8:23 AM, we sent a letter to our clients so they heard from us regarding the greatest stock market volatility since the Great Recession of 2008. This is the time when our family of clients rely on our expertise the most. And we are happy to serve. If you or a family member has been worried about the markets, feel free to share our message.

Yesterday was Monday, February 24, 2020 and the market was down 3%+ and everybody seemed to know why. Or did they? Market explanations are almost as useless as market predictions (but not by much). Pick your story: was it Bernie's win in Nevada?  The spread of the coronavirus? Unusual "bear" market activity or...just normal market behavior?

Please enjoy our ECONOMIC COMMENTARY along with FAMILY GOVERNANCE & WEALTH MANAGEMENT strategies that we share monthly with our clients.  

Please enjoy our ECONOMIC COMMENTARY along with FAMILY GOVERNANCE & WEALTH MANAGEMENT strategies that we share monthly with our clients.  

Admittedly it is not every day that any of us receive publicized recognition. When it comes it is much appreciated and usually well earned. "You will be rewarded in public for what you do in private." Truer words were never spoken. 

Whenever I told people the name of the book I was writing, they laughed. Then when I actually wrote it they were honest: "I don't often associate those two topics together" they'd say. Then this past Sunday, while sitting in church, I found the best metaphor for describing my new book, JOY of Financial Planning.