Do you have a power of attorney? The Wealthy Barber and his daughter discuss why everyone needs one

October 07, 2022 |David Chilton

Who will manage your finances if you can’t? Powers of attorney are an essential part of your estate plan.

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The Wealthy Barber on why it’s important to talk to your family about estate planning

October 07, 2022 |David Chilton

David Chilton and his daughter, Courtney, discuss his executor, probate, power of attorney and digital assets

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Pass the buck to King Chuck

September 09, 2022 |Mark Ryan
Good afternoon, Lots of news this week on the recent death of the woman whose face has adorned commonwealth currencies since before The Beatles had heard of The Beatles. Although I’m personally not a huge royal fan (Irish roots and all), I’ll admit that...
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Mother of all Banks

September 06, 2022 |Mark Ryan
When the kids were little, we tried a 1-2-3 warning system to get them to stop biting or yelling, or juggling the cats. But there were 7 of the little monsters, and too often, we just got exhausted at the thought of actually having to follow through....
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Royal Blueberries

August 29, 2022 |Mark Ryan
Good morning, Just a quick note today, passing along a couple of commentaries from RBC smart people. First, RBC Global Asset Economist on Inflation peaking / Falling recession risk / EM challenges / U.S. midterms / Peak population - MacroMemo - August...
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She Braved the Blitz

August 22, 2022 |Mark Ryan
Good afternoon, It’s been a bounce-back few weeks in equity markets, despite today’s fed-wary foot finding fallback, and still-high post-2008 interest rates. This combination speaks to some interesting strategies which haven’t been available to us in...
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GE Wiz

August 09, 2022 |Mark Ryan
Good afternoon, It’s been at least 2 ½ years since I’ve had a significant of cold or flu, but this week the Covid monster came our way. I seem to be one of the lucky ones who’ll get through it quickly, but it’s always sobering to be reminded how precious...
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The Cleanest Dirty Shirt

July 29, 2022 |Mark Ryan
Good afternoon – with apologies for my enthusiasm, this is a long read for a long weekend, but maybe worth it for keeners. How to stretch a dollar: After digesting think-tank recommendations from the heads of the best business and economics schools in...
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The Price of a Hotdog

July 19, 2022 |Mark Ryan
In Markets: Though the week ended on a good note, we can’t know yet if it’s a signal or not. So far the dreary summer seems to have wilted markets in stormy sympathy. Though there’s always green after grey, we usually don’t perk up until the sun is physically...
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A Few Updates at Once

June 22, 2022 |Mark Ryan
Good afternoon, A sharp drop in markets can quickly transfigure mundane financial news into serious real-life drama. Thinking back, upbeat days don’t get draw anywhere near equal weight in our psyche as the bad ones do, even though good days far outnumber...
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