2018 and older

I have raised two children and I worry about them all the time. The level and topic of worry changes as they grow and mature, but that parental anxiety is always there. At this time of year, with college graduations…

I recently was talking to a client who makes his trade in a manner similar to my previous occupation as an institutional bond professional.  His clients manage bond portfolios that are valued in the billions of dollars and are constantly…

I recently began working with an inner city mentoring program in Atlanta called Next Generation Men (NGM).  NGM was founded by some former Teach for America alumni after they had witnessed the types of programs that were being presented to…

This past week billionaire Bill Gates, the richest person in the world, made a statement that made me think “did he really just say that?”  Speaking on one of the Sunday talk shows Gates told journalist Fareed Zakaria that a…

Our firm is unusual in that we spend a lot of time thinking about how to educate others about money, and what it takes to achieve personal financial well being. Part of this work is selfish in that we believe…

The source of inspiration for the Weekly this week was a photo in the NY times capturing Lake Mead, which was created in the 1930s by the construction of the Hover Dam.  The water level of the Lake is at…

There are now so many choices when it comes to deciding what to watch on TV.  Do I watch today’s showings, or do I watch the show I missed three days ago?  Growing up my TV options were simple with…

What was going on in the world fifteen years ago? It is hard for me to remember what happened last week, but here are some reminders about the spring of 2000. Your personal computer was operating at a speed of…

It has been a slow start to the year for the U.S. equity markets.  The S&P 500 was up less than 0.5% in the first quarter, while developed international equities and emerging market equities were up 5.0% and 2.0% respectively. …

Our practice performs many different functions for our clients. In our role as a family office we get involved in a variety of financial and personal tasks. I saw an article this week about the growth of single family offices established…