“You Don’t Know What You Don’t Know Series” – You Should Definitely Have A Will: Actually, You Should Maybe Have Two

 June 01, 2021 |Paul Chapman

A multiple Will strategy can save you significant taxes upon our passing, and is a simple strategy that many of us need to consider.

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Monthly Partner Memo – June 2021

 June 01, 2021 |Paul Chapman
Let’s kick off this month’s note with a quote from the legendary father of value investing, Benjamin Graham. Given the FOMO-driven speculative behaviour we’ve been seeing in recent months from many, I find it particularly prescient to put things from...
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