Nearly every day keeps us busy dealing with interesting issues for wonderful clients. Often we are involved in critical and emotional issues at life intersections. Along the way clients teach us (in a good sort of way). Some of those lessons are the subject of this week’s blog. Family grief can reveal unexpected surprises by
We have been busy the last few weeks helping clients keep more of what they earn and transfer it efficiently to the succeeding generations. This week we discuss some tips to boost wealth. Bracket management. The basic idea is simple—manage income across annual tax brackets to smooth out income, avoiding tax spikes from inopportune realization
The Napa earthquake reminded us this week of our restless earth, about the unpredictability of external shocks to the market, and how we don’t need to be lulled to sleep when volatility is relatively low. Three Investing Lessons from the Napa Earthquake. Stocks and other risky assets have been doing particularly well the last few
November 22, 1963—a profoundly sad day in American history—is a memory that seems like yesterday. I was in a first grade classroom in Crossville, Tennessee when Mrs. Gaston told us the news: “The President has been shot.” It seemed like the world stood still for the next four days. I am reminded of the line