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...

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

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

Is a prolonged period of rewarding high-revenue-growth about to end?