Blog

September 13, 2018

Are you a stock or a bond?

I was struck by the above title of a recent article in the Economist. I thought it funny to characterize people as either a stock or […]
August 17, 2018

Help protect your elders from fraud and abuse

Twice in the same week we’ve heard horror stories from our clients and colleagues about their much-loved elders being neglected or defrauded. We wanted to bring […]
August 9, 2018

Give to charity, but take your tax relief

Give generously. Everyone understands the draw of helping others and giving back to the community. To make a substantial commitment to ongoing charitable giving is commendable […]
August 2, 2018

Financial advice for our daughters

The financial industry continues to direct most of its advice to high net-worth male clients. But the world is changing and women are taking a much […]