Monthly Partner Memo - December 2020

Dec 01, 2020 |Paul Chapman

In this month’s note, I’ll touch on, and hopefully add some context to, the market’s recent strength, outlook and risks as we head into 2021.

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"You Don't Know What You Don't Know" Series - Life Insurance as a Tax Minimization and Wealth Building Strategy

Nov 25, 2020 |Paul Chapman

Life insurance is the single most underrated and misunderstood wealth building and tax minimization tool for your estate.

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If You Only Read One Thing on Investing, This Should be It

Nov 12, 2020 |Paul Chapman

The last 20 years won't look like the next - and neither should your portfolio.

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What Makes a Good Investor? And What Makes a Good Investment Advisor?

Nov 08, 2020 |Paul Chapman
If you’re reading this, you’re at least somewhat curious as to what really makes a good investor, and by extension a good Investment Advisor. This is something that has come up a lot in my conversations, and I wanted to finally put pen to paper on this...
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Your Meaning of Money

Aug 14, 2020 |Paul Chapman
Money matters. Most of us recognize (or try to!) that success isn’t defined by money alone. We often hear and confirm that ‘money isn’t everything’, but we have to admit that money is always deeply personal and emotional to almost all of us. Financial...
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