by christinehollinden | Jun 8, 2022 | Uncategorized
Getting The Next Generation Involved in Philanthropic Efforts Getting the next generation involved in your family’s philanthropic efforts may be one of the most important investments you can make in their future and your legacy. Your children are likely...
by christinehollinden | Mar 1, 2022 | Uncategorized
Am I Too Young to Start Planning My Estate? Adulthood and Estate Planning Once you’ve turned 18 years old, you should consider the financial and legal responsibilities bestowed upon you. As a legal adult, many things change once you hit the age of 18 in the eyes of...
by christinehollinden | Feb 21, 2022 | Uncategorized
10 Strategies for Discussing Wealth with Children Talking with children about money can be a complex matter, no matter how old they are. Yet, for those families with wealth, the questions around money and finances are particularly important to properly and...
by christinehollinden | Jan 31, 2022 | Uncategorized
January 2022 Market Update Mean Reversion “Prediction is very difficult. Especially about the future.” — Niels Bohr As we bid farewell to 2021 and chart a course for 2022, we seem to be sitting at inflection points for the pandemic and financial markets. We are...
by christinehollinden | Nov 9, 2021 | Uncategorized
November 2021 Market Update Cutting the Cord “In the very desire for help, one is apt to forget that the objective should be to enable the individual to stand on his own feet.” — Eleanor Roosevelt Eighteen months after the onset of the global pandemic, the...
by Jay Javier | Jul 27, 2021 | Uncategorized
July 2021 Market Update Mixed Signals “True genius resides in the capacity for evaluation of uncertain, hazardous, and conflicting information.” — Sir Winston Churchill We arrive at the midway point of 2021 with an interesting set of data points to ponder. The...
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