Can Google be your Financial Planner? We argue that its relationship building and nuance that give us the edge.

October 15, 2021 Generally, the older you get the stickier your assets become. The reasons? Over time, people tend to become comfortable...

April 15, 2021 Latin – once a mandatory language for the educated classes, at least in the Western world – has long since fallen out of...

January 15, 2021 A mantra for 2021: “Let normal be the new normal.” The problem is, of course, that “normal” has always and forever...

Chris reflects on his early days as a sales trainee, the benefits of being viewed and treated as a colleague, and why that matters as we str

What we are experiencing now is certainly a “terrible moment.” And when the history of this “moment” is written, and outcomes known, my scen

A message that started out as a memo to staff is expanded upon in this newsletter as Chris elaborates on his investment management philosoph

The expanding COVID-19 pandemic—and the resulting extreme volatility in the stock market—has made many people understandably nervous (if not

Chris identifies nine points that can help negotiations achieve a desired outcome. And then he turns his attention to not predicting future

Putting aside Brexit, inflation and other divisive topics and consider something we can all agree on: leveraging existing resources for not-