Insights
Articles — the questions families actually raise
Writing on planning, taxes, giving, and the decisions that come up between the monthly letters.
109 published · page 4 of 10
Fiscally Sponsored Programs
"Determine what your personal mission would be around philanthropy. Doing some values exercises around that. Everybody gets so intimidated when they want to get started. Sit down and answer simple questions like, "Growing up, when you got to participate or be…
See it Be it Role Model
On August 9th, InvestmentNews Magazine, a financial industry trade magazine announced the results of their annual diversity, equity and inclusion awards. The See it, Be it Role Models are individuals in the business who exemplify success and can inspire…
Central America and the US Border
"Educate ourselves. It is really hard to be empathic and understand the challenges and the obstacles from the United States; from our safe and secure place. I will invite everybody to connect, ask questions, to learn, to put ourselves in those situations and…
Talking Wealth from Australia
"We also have dreams for the next generation. Maybe we have a few less zeros [than billionaires] but maybe we still want to pass some things on; not only our finances but our values and our standards. I come at this with this idea of family wealth because it…
Stakeholder Capitalism with YourStake.org
"There's so much potential to shape the world and create change in the way that you want to see it, through your portfolios. The potential exists. It starts with education. It starts with building an understanding of what's actually happening and going on.…
Child Tax Credit (New)
On May 17, 2021 President Joe Biden announced an advance on their 2021 Child Care Credit which has been increased to $3,600 per child under the age of 6 and $3,000 for each child dependent over the age of 6. Instead of waiting until filing your 2021 tax…
Managing Debt
"When our clients have debt, the best methodology we share with them is an attention to detail. All of our clients want to pay off their debt. We help them see the opportunities within their portfolio to reduce their debt consistently and/or all at once,"…
The Basics of Paycheck Protection Program Loans: Round Two
The year 2020 was unprecedented for so many reasons—all because of the COVID-19 pandemic. Many suffered from job losses, had to juggle childcare while working from home, and tried to keep their small businesses open with few resources. Thankfully, the…
What Is Family Governance? A Framework for Family Wealth Decisions
Family governance is the structure families use to make decisions about shared wealth, values, and responsibilities across generations.
2020 Election Commentary
Wednesday, November 4th, 4:33pm EST. Our economy is shaped by the politics of our country. What do the divided results of a hotly contested election mean? We think it means that the wealth gap plays a large role in the way people have been voting during the…
JHCo. Economic Summary
October 5, 3:21 pm EST. Politics is the big news story this month. You are receiving this commentary less than one month from the November 3rd election, the US President is in a hospital and the US Senate Majority Leader is pressing forward with a vote on a…
Economic Commentary on SRI & ESG Investing
ECONOMIC COMMENTARY September 8, 8:01 am EST. August saw the largest percent stock market increases since 1984. That’s the good news. The bad news is both September and October are historically down months for the overall market. The other good news is that…