Jun 15, 20216 minThe Naming Game (Mid-2Q21 Quarterly Newsletter)June 15, 2021 Robert Gaan, CFP® I recently received a phone call from a long-time client. She told me she had a check for $350,000 that...
Apr 16, 20219 minWhy it makes good sense to keep growing wealth (2Q21 Quarterly Newsletter)April 15, 2021 Latin – once a mandatory language for the educated classes, at least in the Western world – has long since fallen out of...
Apr 22, 202010 minA Message about our Investment Philosophy from Chris (2Q20 Newsletter)A message that started out as a memo to staff is expanded upon in this newsletter as Chris elaborates on his investment management philosoph
Dec 15, 20196 minIs a prolonged period of rewarding high-revenue-growth about to end? (Mid-4Q19 Newsletter)Is a prolonged period of rewarding high-revenue-growth about to end?