Estate Planning

What Comes Next? Some perspective on the grim situation in Ukraine and what could happen in markets. The invasion of Ukraine is a serious and scary escalation in tensions between…

When Whales Fight As we consider the tensions driving recent market movements, a Korean folk saying seems apt: “When whales fight, the shrimp’s back is broken.” The idea is that…

Is Cash an Asset? Let’s talk about cash. Do you consider it an asset? Click here to watch this short, 3-minute video on my thoughts. Not sure if you have…

Wild Ride? Markets cratered this week, heading into correction territory, and then bounced right back.1 And then continued bucking and kicking the next day. Weird, right? Not really. These things…

Fact or Fiction? Markets are driven by numbers, right? Earnings, interest rates, expectations of future growth, etc. It’s just a math equation. Right? Or is it? Let’s discuss. Folks like…

Are Your Emotions the Hidden Key to Success? If you knew that you had one day left to live, would you spend the day with your lawyers, or would you…

Welcome to 2022! May it bring us peace, prosperity, and a whole lotta love. And some greater certainty about what lies ahead. This email includes precious little certainty, but it…

New Year, New Gratitude Practice? Last year held a lot of stress and uncertainty for many. So, instead of writing to you about politics, or the economy, or the supply…

Being Reactive Can Be Frustrating and Even Costly… John and June Roberts (as I will refer to them, though not their real names) came in for a conversation a few…

Looking Back… I wish I had… I could have been… I should have done… These are often the phrases we finish when we reflect back on the year. None of…