Mike's Blog

As asset managers and investors, and stewards of our clients’ assets, we believe considering climate-related risks and opportunities in our investment approach can enhance our long term risk-adjusted results. In this report, Climate Change: Active Stewardship...

The Wealthy Barber on what you may have overlooked in your estate plan.

The Wealthy Barber on planning for your digital assets after you’re gone.

The Wealthy Barber's strategy for family heirlooms and personal belongings.

There are now less than three weeks to go until U.S. Election Day on November 3rd. At this time, the polls indicate that Joe Biden has the advantage in the presidential contest, and that the likelihood of a Democratic sweep of Congress is increasing....

It has now been more than 6 months since it became clear the COVID-19 was going to fundamentally disrupt our lives. Starting with sudden lockdowns in March, we have come through a lot of uncertainty, and it feels like we are reaching the point where we...

“I don’t want to be an executor. Too much work. Too much stress. Too much potential liability.”

Now that Joe Biden and the Democratic Party have chosen Kamala Harris as their Vice Presidential candidate for the 2020 election, investors are starting to pay more attention to news other than the virus and the economy. While COVID-19 has drawn a lot...

“The last thing you want is for your cottage, a place of great memories, a true family treasure, to end up being a wedge that drives your family apart.”