"Someone’s sitting in the shade today because someone planted a tree a long time ago.”
- Warren Buffet
The team will be taking some time off at various times throughout the summer and we encourage you to use our team email over this time so that we can ensure you receive a timely response. We hope you are also able to get out and create some wonderful memories with your family and friends over the summer.
The Role of Communication in Estate Planning
Estate planning is often perceived as the mere structuring and allocation of family assets for future inheritors. However, an equally vital yet frequently neglected component is fostering open communication between the wealth building generation and their heirs. There are steps families can do to increase the likelihood of preservation and growth of their assets across generations. Let us read how we can identify key barriers to initiating these crucial conversations and the actionable strategies to prepare the next generation for the responsibilities of wealth management.
Preparing your family for inheritance
Elections and the March of Markets
The connection between stock markets and elections is a topic of perennial interest to investors. Often, investors seek to predict how the victory of different candidates might influence various sectors in the stock market. Research shows that over time, fundamental economic factors play a more significant role in shaping market performance. Let’s see the data that shows that market performance is influenced by a wider array of factors beyond just the election outcomes.
Elections and the March of Markets
Out and About – Team Activities
The adage “All work and no play makes Jack a dull boy” is a classic for a reason. It perfectly captures how a life that’s all about work can leave you uninspired. By stepping away from our desks and enjoying these experiences together, we strengthen our bonds and return to work with renewed energy and enthusiasm.
