Your 2021 Giving Plan
For a lot of people, January is the start of new resolutions, many that stick and many more that putter out after a month or two. We believe that making the decision to be more generous is one that everyone and anyone can, and should, adopt. Developing (and adhering!) to a giving plan is easier…
Read MoreNew President, Old Principles
It’s the beginning of a new presidential term, and with new leadership comes new policies, conflict, and uncertainty in the marketplace. At least, that’s how many people feel. With the historic last few weeks America has had on top of a year that turned the world upside down, it’s no wonder emotions are higher than…
Read MoreGenerosity Principles: The P’s of Giving
Increasing your family’s generosity is easier when you have a giving plan based on sound principles. I frequently meet families who have a plan for saving, investing, or spending, but an intentional giving plan is rare. Why is this the case? As we talk to new clients, they often express a goal to give more…
Read MoreSmall Businesses, Innovation, and the Future of the US Economy
The COVID-induced economic shutdowns have undoubtedly caused short-term harm to the economy, but I am not counting the US out just yet. The lasting impact of the shutdowns and the “new normal” are yet to be determined, but we are sure to see scars for years to come. However, I am increasingly optimistic about the…
Read MoreVolatile Election, Volatile Market?
Without a doubt, the most common mistake I’ve seen clients make over the last decade is letting their politics drive their investment decisions. I cannot think of another investment mistake that comes close. As we enter another volatile and heated election season, our clients are again expressing fear about the potential impact the election might…
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