"If we're going to go more into stocks, let's do it with protection." - Jason Barsema
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"Kitchen-table" family governance is a process that is more about family preservation than wealth preservation. The ability to structure returns fits well
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We will continue to evaluate how we balance risk and return on your behalf as fiduciaries. And we will use your plan to anchor your investment requirements to -
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Your fees feed not only our families but also good causes.
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People often ask me if our clients are calling us “all of the time” because of the market volatility (ups and downs). I surprise them by saying you are not.
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February showed up to crash the economic party. Why the constant volatility [up and down]? Blame A.I..
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The best quote I heard about the markets (and the economy) this week was, “If you’re not confused, you don’t understand what’s going on.”
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Instead of hearing about the world economy’s finances, we want to share how you are doing.
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It feels good to get past January 6th. And for those of us on the East Coast, it is nice to be past the first snowstorm of the year.
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