Estate Planning

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…

This Week and Always… Ahead of the Thanksgiving holiday this week I was reflecting back… Just like we did last year, we’ll probably head back out for a three-generation round…

Changes Are Coming The change that’s coming is certain. When and how much is uncertain. It looks like changes for the 2022 tax year are happening. Congress passed the $1.2…

Opportunities Housing prices are at all-time highs. Investment accounts have big gains (or should). 401k balances have grown substantially. So what are you doing with all this? Most are gaining…

Are You Ready? The media can really feed notions of fear. The media can really feed notions of euphoria. Friends can stir emotions with their “big” wins. (Notice how most…