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Teaching Kids About Finance

Teaching Kids About Finance

One of the most important and valuable gifts you can give to your children is financial literacy! The sooner they have a functional understanding of how things like spending, investing and credit work (and how to utilize them responsibly), the sooner they can start...
A Memo for Heirs

A Memo for Heirs

Estate planning can be a long and exhausting task, but it doesn’t have to be. Thankfully, we’ve made our very own document to keep every detail of your estate planning all in one place. Check it out!   ...
Financial Checklist for Fall

Financial Checklist for Fall

For many college graduates, finally leaving school and entering the job world is a time of great excitement. The prospect of getting out there, snagging that dream job and carving a future for themselves is likely to get anyone pumped. But with that excitement can...
How to Career Hunt for the Recent Grad

How to Career Hunt for the Recent Grad

For many college graduates, finally leaving school and entering the job world is a time of great excitement. The prospect of getting out there, snagging that dream job and carving a future for themselves is likely to get anyone pumped. But with that excitement can...
Election Chaos?

Election Chaos?

Clean Election? Legal Challenges? Gridlock? 🤢   ELECTION CHAOS? 🤦‍  Anything is possible in 2020! 🤷‍  Humility is key: That’s why we often start the discussion by pointing out the three BIG UNKNOWNS shown above and by stating our principled view that we’d...
We Shih Tzu Not: Coronavirus Investing

We Shih Tzu Not: Coronavirus Investing

SERIOUSLY—Rewards will come to those able to patiently withstand volatility and uncertainty. Leading up to 2020, client portfolios were already benefiting from a basket of disruptive ideas and themes built-in to complement core holdings like corporate and municipal...