I recently went on a wine tour that included a tasting from a winery called “7 Generations”. Their brochure talked about being in the wine business for 180 years.
Have you wondered how much money is appropriate to give to your kids?
I had the opportunity to share a weekend with 25 families that had a net worth of $50 million or more. Part of the gathering...
In 1984, a young kid named Daniel moved to California and quickly became the target of a group of bullies that studied karate at the Cobra Kai dojo. Fortunately for Daniel, he befriends an...
King David’s son, Solomon, stewarded abundant wealth with great wisdom. But what of David’s grandson, Rehoboam?
Inheriting wealth, big or small, is an uncomfortable topic. For some, it provides security privately but for others it changes them publicly. Some hide it out of shame and others boast about it.
Our clients often ask us for advice on helping educate the next generation about investing principles.