What One Oscar-Winning Movie Says About Today’s Markets It may be the film’s quarter-century anniversary, but many “Forrest Gump” themes apply to the current markets, says CIO Larry Adam. July 1, 2019 Twenty-five years after the release of “Forrest Gump,” the iconic movie’s themes remain relevant in today’s world. Forrest’s mother’s observation that “Life is likeRead More
A Step-by-Step Guide to Hosting a Family Meeting Where should you meet? What should you discuss? Who should be there? Consider these suggestions. June 20, 2019 Estate planning is more than just sharing wealth – it also includes the passing down of your family’s values and history to the next generation. And while selecting theRead More
Pursuing Your Passions – Your New Calling Navigated thoughtfully, a career change can be fruitful and rewarding. May 1, 2019 From childhood dreams to higher education to pounding the proverbial pavement, a lot goes into establishing and advancing a chosen career. So when thoughts arise about a change, common questions can follow. What am IRead More
Shielding Your Loved Ones from Sneaky Scams Simple steps like checking in frequently and blocking robocalls can make a meaningful difference. June 6, 2019 The U.S. Centers for Disease Control and Prevention declared elder financial abuse a public health crisis in 2016. The reason? A dramatic decline in assets dramatically affects your quality of life. ThinkRead More
The 10K Steps-A-Day in May challenge is officially over. Thank you to everyone that participated and everyone that cheered for us along the way. 10,000 steps for 31 days equal 310,000 steps, which is approximately 150 miles. Did you know that 150 miles is almost 6 FULL MARATHONS? That is an awesome accomplishment. We hopeRead More
Trade Tensions Reach a New Pitch as June Begins China released a white paper over the weekend that Washington Policy Analyst Ed Mills sees as a signal toward a prolonged U.S.-China trade war. June 3, 2019 Trade tensions reached a new pitch Friday when the Trump administration announced a 25% tariff on all exports fromRead More
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