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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Bureau of Fiscal Services
Wednesday, February 5, 7:45 am EST. We are in the midst of a news deluge as we work to keep up with our new POTUS, his administration and his “special government employee.” Our firm is based at the nexus of the federal government community. By default, and by…
President James Earl Carter, Jr.
Thursday, January 09, 4:45 pm EST. On this “National Day of Mourning” we are reminded of the short history of the United States with the funeral of America’s 39th President Jimmy Carter. We are a country, just under 250 years old, continuing to grapple with…
Big Credit and Langley Residential Support Services
Wednesday, December 11, 5:45 pm EST. We are merely days away from the end of year holidays. Are you going to enjoy them? I am. I am going to travel with family to my in-laws, we’re going to be spoiled and I am going to watch “It’s a Wonderful Life (again).”…
Expat Estate Planning
"Make sure you have a trusted adviser who's familiar with the law in both countries who's aware of international Estate Planning and let them know what your your plans are before you purchase any major assets in foreign countries." - Scott Sweitzer,…
Markets vs Policy
Tuesday, November 12th, 5:45 pm EST. It was just after 9 am on election day when we heard the news: a member of our family of clients had just passed away. From our perspective, Jenny was a loving wife and mother. She was also unnecessarily gentle and kind…
Healthcare Planning
"The more you understand [healthcare literacy] the smarter your decisions will be. I'd say that is definitely step one: understanding what you pay why you pay it in what circumstance you pay." - Christine Simone, CEO & Founder, Caribou Join Christine Simone,…
Letter to Stakeholders
Monday, October 14th, 11:46 am EST. We are less than a month away until our US Presidential election day. I have already voted. I chose the candidate most likely to support our democracy, our US allies, our disadvantaged, our environment, our civil discourse…
Structured Notes
"Ultimately a structured note is a candy wrapper of two assets so 85% of a structure note is a bond and the other 15% of a structure note is an option. That's it. It's just an option matched with a bond to give you that payoff." - Jason Barsema, Co-Founder &…
Life Insurance and Sustainability
"Action is the antidote. And by antidote, meaning, feeling detached or frustrated with the way things are going. W henever I start to feel frustrated with a situation or with a policy I try to remind myself action is the answer." - Nathan Irons, Founder &…
Virtual Family Office
Letter to Stakeholders, September 2024 Thursday, September 12th, 9:46 am EST. For a week in August, the markets looked pretty bad. But then the news refocused and by the end of the month, your balances were near all-time highs. Two weeks into September, your…
Healthcare for Millionaires
"Talk to someone like yourself to help them set up the overall picture. By all means, find someone who is reputable and someone who's trustworthy somebody you can talk to and be there for you over time. That you can call and follow up with. It costs nothing…
Yen Carry Trade
Tuesday, August 13th, 10:01 am EST. Even though the Summer Olympics and our US Presidential elections are typically the same year (2020 was an exception), usually we can escape the political news for a couple of weeks. But the Democratic nomination of Kamala…
71 letters · 36 videos · 109 articles