Smart Ways to Give Your Pets Their Best Lives
If you consider your four-legged friends more like family, you’ll want to do all you can to help your pets live longer, healthier and more […]
Facts about the 4th you might not know…
This year, when you’re getting ready to celebrate in your favorite fashion, be sure to have a few of these fun facts handy to impress your friends and family!
Not Locking Down
A resurgence of new Coronavirus cases around the country has created uncertainty in the markets. Stock markets fell last week, not because of the virus, […]
My New Healthcare Relationship
I have a new Primary Care Physician with a different title – “Concierge Physician (CP)”. The title brings with it a new format to my […]
Reclaim Your Time
The “work first, life second” mantra guides too many of us these days. This report explores how your clients and prospective clients can reclaim their time and create a fulfilling life for themselves and their loved ones.
The Four Types of Financial Advisors
Which one should you work with? We find that, by and large, people seeking financial advice know to look for a financial advisor who has […]
A Ray of Informed Perspective
The attachment illustrates why we do not panic when others do…a historic perspective and experience is in hand and what you can reasonably expect for […]
A Note to Clients About Your Asset Management Process
The note below is what I shared today with a Client and want to share with you too… This is no doubt a uncomfortable situation. […]
Circuit Breakers and Dimensional’s Approach to Trading
Dimensional Funds never ceases to reach for excellence. This article illuminates that they are thinking ahead and that their execution of a global business model […]
Combating Cabin Fever
Good Morning 360° Family Office Members and Friends and Happy Thursday! We hope everyone is happy and healthy! A friend sent me this note today and I really […]