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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Investing in Carbon Credits
"I think we're going to see an expansion of the system, not just in Europe but worldwide. I mean, you see California, you see Northeast Regional Gas, you see Washington State; Japan, Korea, they're all in the system of deploying and developing. China recently…
Holiday Healing with Grief
"I know this must be hard for you. I don't know how I can best support you but I wanted you to know that I care." - Lisa McFarland, TheGriefGurus.com Most people want to "be there" for friends, family - and in my case, clients! - after an event like a death…
Hug Your Loved Ones
Wednesday, December 10, 4:05 pm EST. The big news of the day was the decision by the Federal Reserve Bank to lower the federal funds (interest) rates by 0.25%. When the rate that banks charge to lend money to themselves gets lowered, so (usually) do interest…
How Philanthropy is EVOLVING
"We all can give back and we all can create change." - Julia Healey, United Charitable, CEO "We want to be seen as the superheroes of philanthropy." - Hannibal Navies, United Charitable, Athletes Charitable Join Julia Healey and Hannibal Navies of United…
(VIDEO) SAVE your business AND Your Wealth
"Most of the time you are not going to retire the day after the sale." - Max Prilutsky, Founder, Managing Partner, ROADMAP Advisors Max Prilutsky's career and formal education prepared him well for private equity deals but it's his "David vs. Goliath"…
Jason Howell Company & Community
Friday, November 7, 4:05 pm EST. The stock market ended the month of October on a high: its third straight winning week and sixth straight winning month. Hear we are in November with a sweeping election last Tuesday, the weight of the shutdown and despite…
How to Serve 8-Figure Clients
"We're obsessed with trying to just continue to deliver confident, multigenerational, decision making to grow and preserve wealth." - Walter R. Worley, IV, CPWA®, CFP®, AIF® President, W1 Wealth It is not often that we get the opportunity to interview a…
International Markets and France
Wednesday, October 9, 1:05 pm EST. It didn’t happen: September was “up” month. In last month’s letter, I mentioned the “September-effect,” history of September having the worst average market return. True to form, just as seemingly everyone was anticipating a…
Bad News is Good News?
Monday, September 8, 2:18 pm EST. September is known for back-t0-school, the kick-off of fall and a decline in market performance. History shows a stock market “cyclicality” that shines a dull light on the month of September. The so-called “September-effect”…
Microfinancing Sustainability
"Get involved. And if it's not with money, then with time. And I just encourage everyone to do something. 'It feels good and it's beneficial to so many people other than you. And I think we need more of that in our world. Find someone in your community or in…
Preparing for Bad Weather
Wednesday, August 6, 10:15 am EST. There has been a lot of recent news (noise) about tariffs, taxes, markets and deficits. Early reporting shows that that the largest US corporations are poised to receive billions in cash (tax) savings while some CEOs are…
Taxes & Philanthropy
Tuesday, July 8, 12:15 pm EST. The bill has passed and (new?) tariffs have been announced. Not only did the U.S. Senate pass their version of this year’s tax and spending bill by July 4th, the POTUS was able to sign it into law by his self-imposed deadline…
69 letters · 36 videos · 107 articles