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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Can You Trust?
"The most important thing is what is the philosophy of my money and my family. That's it. That is the takeaway And from there all sorts of questions. You don't have to go to an attorney, you can use your financial advisor on that and then take those answers…
Supreme Court Matters
Thursday, July 11th, 4:52 pm EST. Sometimes the news coming out of Washington, DC is really tough stuff. Over the past few weeks we’ve had U.S. Supreme Court cases that have changed the role of the executive and legislative branches and a U.S Presidential…
Family Therapy is Governance
"Talk more. Even it doesn't feel right. Even it feels awkward or that you're overcommunicating. Sharing how you feel is important. Talk about your feelings." - Dr. Shaywana "Dr. Shay" Harris-Pierre, Harris-Pierre Consulting Dr. Shaywanna Harris-Pierce, a…
Strategic Risk Management
"Auto insurance is probably your biggest exposure because a lot of drive cars every day. Often when I look at an auto policy I see two things: the bodily injury liability, make sure it's more than $100,000 per person/$300,000 per accident. It should be at…
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,…
71 letters · 36 videos · 109 articles