Category

★ Featured

Red and green stock market board

THE ELEMENTS OF OUTPERFORMANCE

By | INVESTMENT MANAGEMENT, ★ Featured | No Comments

In our competitive world, most everybody wants to win – from star professional athletes to teenagers playing video games on their iPhones. For investors, winning often means beating the relevant benchmark. This article identifies three primary elements necessary for outperforming benchmarks and provides advice on how you can increase your chances to come out ahead…

Read More
Chalk drawing of hanging lightbulbs

A FEW BITS ABOUT BITCOIN

By | INVESTMENT MANAGEMENT, ★ Featured | No Comments

One of the first notable transactions using bitcoin was made in May 2010. A member of an online bitcoin forum posted a message stating “I’ll pay 10,000 bitcoins for a couple of pizzas…” At the time, one bitcoin was trading around fractions of a penny, so not an unreasonable request by this enterprising person. Fast forward to today when the bitcoin price hovers above $4,000, and we can collectively gasp at the thought of spending what would’ve been $40 million for a delicious meal and leftovers…

Read More
Mans hand stacking quarters

HOW DO I AVOID RUINING MY KIDS? 5 THINGS TO CONSIDER WHEN TEACHING YOUR KIDS ABOUT MONEY

By | FAMILY OFFICE, ★ Featured | No Comments

Families with significant wealth find that their wealth can solve problems, open doors, and provide security. But parents sometimes worry about “ruining” their kids when their children grow up in a privileged environment. We spend quite a lot of time working with our client families to prepare the next generation for the wealth that they will inherit – from basic financial literacy to fiduciary responsibility…

Read More