Dear Clients and Friends, We’re back!! It’s time to jump back into our weekend readings after taking a few weeks off during tax season....

Dear Clients and Friends, Many of us are fortunate enough to have extra free time on our hands during this period of lockdown. Using the...

I am Hmong. I am Asian American. I am a descendant of refugees. I have experienced racism firsthand. I have been discriminated against,...

We’re hunkering down, sheltering in place, and venturing outside only to gather vital supplies. Meanwhile, Spring is marching forward and...

Dear Clients & Friends, On March 27, 2020, President Trump signed the Coronavirus Aid, Relief, and Economic Security Act (the CARES Act)...

Dear Clients & Friends, I thought that another COVID-19 update would be welcomed. First and foremost, I want to remind everyone that, in...

Dear Clients & friends, Earlier this month, we informed you all about B-Corp Month in a Weekend Reading and on our social media channels....

Dear Clients and Friends, Since we composed our last message to you on Thursday morning, the Dow dropped an additional 1500 points. In...

Dear Clients and Friends, From its previous high, the Dow is down 10% in a very short period of time. We are officially in correction...

Dear Clients and Friends, In late December, several long overdue changes to the governance of IRAs were signed into law. The “SECURE Act”...

Dear Clients and Friends, At the beginning of every year, Larry Fink, the CEO of BlackRock Investment Management, publishes a letter to...

Dear Clients and Friends, This Thanksgiving Weekend we give you our fourth annual Giving With Purpose Holiday Shopping Guide. The MOR...

Dear Clients & Friends, It’s time for our monthly market risk update written by our good friend Brad McMillan.  I also want to give a...

Dear Clients and Friends, After taking a few weeks off from our weekend reading reading, we’re back! We had taken a few weeks off in...

Dear Clients and Friends, I’d like to tell you a short story regarding an unfortunate and poorly timed tax bill that a client of ours...

Dear Clients & Friends, The Congressional Budget Office (CBO) recently released new research regarding a potential rise in the federal...

Dear Clients & Friends, This week’s topic may appear to be geared towards the children of our clients, such as young professionals and...

Dear Clients & Friends, Last week, we celebrated Arbor Day.  Well, perhaps we recognized that Arbor Day was upon us; we didn’t...

Dear Clients & Friends, Since I’m traveling, this will be a short Weekend Reading.  A conversation that I had with clients in my Vero...

Dear Clients & Friends, I’m a safety guy.  You all know it.  I talk about it all the time. Risk management fulfills two purposes: it...