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.
212 published · page 5 of 18
China and Taiwan
Monday, June 10th, 4:32 pm EST. People who follow the stock market closely will mark today as when NVIDIA Corporation – the self-anointed “pioneer of GPU-accelerated computing” issued a “10-for-1 forward stock split.” This means that the price of an…
Investing in Democracy
"Take the time to consult with your adviser, and make sure you understand what your dollars are doing. Are you invested in a way that aligns with your values and are you exposed to geopolitical risk because you're [accidentally investing in authoritarianism]…
Catherine Schott Murray Estate Planner
"Most time folks have a difficult time beginning the process. I go back to a saying and a phrase and a saying I've had in my mind since the 8th grade: "Begin the begin." Once you begin you're closer to the end then had you not begun at all. And I view the…
Strategic Partner Catherine Schott Murray
Wednesday, May 8th, 9:32 am EST. Star Wars fans and Cinco de Mayo aficionados love the beginning of May. Last Saturday you might have heard “ May the 4th be with you ” and last Sunday someone may have confidently mistaken the 5th for Mexican Independence Day…
Allocation is Destiny
Tuesday, April 16th, 11:32 am EST. This time of year, the second half of April, is what stock market analysts call “earning season.” It’s when a large assortment of companies report their first quarter earnings and predict their earnings for the rest of the…
Virtual Family Office
Tuesday, March 12th, 9:32 am EST. The steady climb of your statement balances this year continues to reflect a strong economy. It was an economy that was set on a right path from abundant fiscal stimulus (government spending) and monetary stimulus (lower…
Structured Notes with Jason Howell Company
On February 27th, David Townsend, CFA of HALO Investing was kind enough to interview me about our firm's unique family governance process and how we incorporate structured notes. As we discussed on the podcast, I was "professional skeptical" about structured…
Sustainable Investing JHCo.
Jason Howell, founder of Jason Howell Company, has firsthand experience with the complexities of building first-generation wealth, including feelings of guilt, fear, and embarrassment. He advocates for sustainable financial planning, emphasizing budgeting,…
Mission & Vision
Tuesday, February 6th, 11:32 am EST. We are more than one month into 2024 and things are okay. We have survived the faux “Blue Monday,” the stock market is doing well enough to ignore, the job market is consistently strong and the “shared ownership movement”…
Politics, Profits and Portfolios
On January 12th I had the opportunity to attend a meet and greet with Congresswoman and Virginia Gubernatorial candidate, Abigail Spanberger. And I took it! Congresswoman Spanberger is the first person to declare her candidacy for the 2025 election and I…
Family Business and Family Wealth
Belief Advice given to the wealthiest families can be learned, taught and applied to families with less than $100 million dollars. Ultra-High Net Worth Advice How is it that some families are able to achieve and seemingly so many more "fail?" What do…
Washingtonian TOP Financial Adviser 2024
Monday, January 8th, 8:00 am EST. Another year behind us and this time, a proper Santa Clause Rally. After a wild ride, 2023 ended positively for the stock market and your diversified portfolio. 2024’s results are now a year away but the timeline we pay the…
69 letters · 36 videos · 107 articles