For those long-time readers of The Weekly Whiteboard, this is not my first piece on inflation, and it certainly won’t be our last, given the client questions and discussions over recent weeks...

We often discuss gifting and charitable giving with our clients—a topic that is both positive and rewarding, yet sometimes challenging. Given that it frequently makes its way onto my whiteboard (the...

For the most avid readers of our Weekly Whiteboard you will note that last week we provided context on the election’s impact on the investment markets in the near-term. That is to say, aside from an...

This could come as a surprise to many of you, but we have a presidential election coming up! And, while there may be policy implications (at the State and Federal level) that result from the outcome...

I am often asked about the concept of setting aside funds for a variety of reasons and with a whole host of goals and objectives. Often, the reasons fall into two primary categories: expected but...

DISCLAIMER – This week’s Weekly Whiteboard takes a slight detour from our usual investment and financial planning focus. Instead, we’re exploring a critical trend that’s reshaping...

The attached article is relatively lengthy – I am not going to sugar coat it. With that confession out of the way, I can also say that the author (David Kelly, Chief Global Strategist for J.P. Morgan)...

It looks like it’s time to dust off the ol’ crystal ball and get to work! And, if you’re reading this, it means our compliance team hasn’t worn me down yet. But in all seriousness, this message...

This article is meant to get people thinking about something more important, more long-term, and more fulfilling than investment management. Okay, I almost wrote that with a straight face—nothing is...