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Publications, Insights, & News

Back to Basics

Many people, young and old, don’t have a will, let alone a broader estate plan. Yet an estate plan is important, even for families who are not wealthy. . .

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Summer Trade War

You’re probably wondering what in the world I’m talking about. The items above are just four of the five thousand products potentially affected by the trade war between the U.S. and China.1 Meat, vegetables, auto parts, construction materials, chemicals. . .

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Mid Year Review Market Letter

The second quarter of 2018 is now officially closed, and with July 4th just past, it’s safe to say the summer season is in full swing. While for many of us the main features of July are cookouts and trips to the beach, this month also holds a special place in the hearts of cycling fans worldwide, as it brings the sport’s most famous race, the Tour de France. For those that are unfamiliar with the event, the Tour de France is one of cycling’s three Grand Tours. Each July, 22 teams comprised of nearly 200 of the best cyclists in the world, compete in the race, which spans 23 days and covers more than 2,000 miles. With 23 days of televised coverage, you’re likely to catch at least one of the various stages of the race, and if you do, you’ll notice that riders tend to pack together in groups the announcers call the “peloton.” Winners will pull ahead of the peloton, while riders who struggle with the grueling pace or experience equipment issues will lag behind.

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Soul Surfer

On October 31, 2003, an aspiring professional surfer named Bethany Hamilton went onto the ocean near her home in Hawaii. As she had done many times before, she lay down on her board and trailed her left arm through the warm water, watching nearby sea turtles. . .

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Independence Day - JFK Speech

Everyone knows that July 4th is “America’s birthday.” It’s the commemoration of our national independence. A day for fireworks and fun, patriotism and pie. A celebration of America itself.

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Shakespeare On Finance 5

For centuries, people have studied Shakespeare for his wit and his wisdom. Shakespeare never actually wrote about finance, of course. But I’ve found many of his lines contain important financial lessons. Let’s look at one such line from one his most famous plays:

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