Month: March 2020


A Crisis is a Terrible Thing to Waste

This is a quote by Paul Romer, co-recipient of the Nobel Prize in Economics in 2018. In other words, you can either go through it or grow through it. If you have never heard the story of Admiral Jim Stockdale, it needs to be at the top of your quarantine pastime list. This Medal of…
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March 30, 2020 0
Down Market

A Down Market Opportunity

These past couple of weeks have been treacherous for the markets. Between the media, coronavirus, the media, the primaries, the media, Saudi and Russia’s oil feud, and the media…market volatility came back with a vengeance. We don’t believe the markets are headed for doom and gloom. Two weeks ago, we wrote a piece on why…
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March 13, 2020 0

6 Lessons from an Estate Litigator

Will your family have good Christmases and Thanksgivings after you are gone? Most of us would like to think so. We never want to believe our kids would fight over money or possessions. We ask this very question as we go through our Legacy Planning Process. The answer is almost always the same. Yes. Our…
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March 9, 2020 0

Are the Markets Headed for Doom and Gloom?

There is a tiny amount of volatility back in the markets—well, maybe not so tiny. What does it mean? Is it just a pull-back that we will rebound from shortly? Will it just be another volatile year where nothing really happens? Or…are we headed for a recession? If you are familiar with the 24 Hours…
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March 2, 2020 0

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