Insights
Where the thinking behind the portfolios gets written down
A Letter to Stakeholders every month since 2020, without a gap — plus videos and articles on the questions families actually raise.
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Business Exit Planning: Questions for Families Before a Sale
Business exit planning is how a family prepares for a sale before it happens. See the financial, family, charitable, and professional questions to raise with counsel and a CPA.
What Is Comprehensive Financial Planning? A Family Guide
Comprehensive financial planning is a coordinated review of a household's whole financial picture. See what it covers and which questions a multi-generation family might bring to its advisors.
Letter to Stakeholders, October 2026
Thursday, October 8th, 4:59 pm EST. This time, September followed through with its traditional low performance seasonality. October came roaring back, hitting an all-time high in the S&P 500 but unfortunately so did the bond market. Thankfully, we don’t try to…
Financial Decision Sequence After Selling a Business
A financial order of operations for families after selling a business, from liquidity and coordination to investment policy, governance, and giving.
Wealth Alignment
Join Joy Slabaugh as we discuss the journey many people take to align their wealth with their purpose, and what may feel out of alignment even with financial security.
Healthcare Advisory
Join John Samuels, Founder & CEO of Wellworth Advisors, as he discusses what healthcare advisory is, what it can include, and how families may use it before they need it.
Letter to Stakeholders, September 2026
Thursday, September 3rd, 4:01 pm EST. Once again, I have taken a look at your statements before starting this month’s letter. Even amidst the controlled chaos of world markets, you are “up.” Last September I wrote about the “September effect” or the “season…
Value Creation Family
Over this summer, in addition to camps, graduating from elementary school, recording her first songs on guitar and preparing for her first year of middle school, I asked my daughter Audrey to consult with our firm. She read (and highlighted) the entire Value…
Swedish Death Cleaning
Thursday, August 6th, 5:04 pm EST. One of the first things I do when starting to write these letters is sample client statements. I’ll look at the balance to see if it’s “up or down” from the prior month. Then I’ll compare the end of month balance to the…
America's 250th
Saturday, July 4th, 2:03 pm EST. My father was born a year (nearly to the day) before Nazi Germany officially surrendered in World War II. As a borderline member of the silent generation (born 1928 – 1945), his childhood bore witness to the advent of the…
SpaceX, Anthropic, OPEN AI Oh My!
Thursday, June 4th, 11:03 am EST. We’re almost halfway through 2026. And we’re going to set records for initial public offerings (or IPOs). This isn’t because more companies are going public then even last year but because the dollars these previously private…
The Economic Club
Wednesday, May 6th, 5:21 pm EST. If you are like most of the pundits on television, you’re asking a familiar question: why is the stock market going up when the world is (seemingly) in chaos? The celebrity CEO’s attending this week’s Milken Institute Global…
71 letters · 38 videos · 110 articles