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Letter to Investors – Trust People to be Themselves

Trust is an interesting concept. How does one “trust” someone? What if they break that trust – should we trust them again? This has weighed especially heavy on me in recent months as continuously it seems that we are called to trust that politicians have our best interests in mind when they draft policy and…

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Letter to Investors: Keeping Focus

Dear colleagues, clients and friends, n n I hope that the last year was wonderful and productive, spent building on the things that are important to you and your family. We are grateful for our clients and their diligence in allowing us to lead them through what we perceive may be some of the most…

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Letter to Investors: The Wait of the World

As the months in 2022 continue to pass by, we wonder if the Fed, inflation, or the economy will give in first. n n Dear colleagues, clients and friends, n n If you’ve been following our quarterly letters and attending calibration discussions, you’ve heard us talk about the Federal Reserve and inflation. And while we…

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Intergenerational Split Dollar Plans

If you have significant assets that you wish to protect n n … over multiple generations, and would like to use a tax-efficient approach for transferring your wealth, there is a solution that has the potential to benefit your children, grandchildren, and future generations. n n An Intergenerational Split Dollar plan can help create a…

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King Dollar’s Decline Ripples Across the Globe

(Reuters) – An accelerating decline in the U.S. dollar is reverberating around the world, adding fuel to a global momentum rally that has boosted prices for everything from technology stocks to gold. n n Click here to read the full article at Reuters.com n n The U.S. dollar index =USD, which measures the greenback against…

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