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.
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 […]
The New Challenges of Estate Planning
The challenges of estate planning are being exacerbated by the growing phenomena of ‘gray divorce,’ or the breakup of marriages among couples who are over […]
What is Faith-Based Healthcare?
Unlike traditional health insurance, these plans do not “insure” people but rather “share” healthcare costs among a large pool of people. Members pay into the […]
360° Health Coaching : Genome Sequencing for all?
Health care is on the move, with high costs of drugs the primary target and cancer and related disease are close behind. The trend is […]
Mom & Dad – Can We Talk?
Starting a conversation with parents about their estate and after-life plans can be a daunting notion. Is it my business? Will Mom or Dad misunderstand my motive?
The 5 Easy Steps in the Family Planning Process
It All Starts with a Plan. The 360° Family Office is about understanding your Family Offices vision of success, transforming obstacles into actions and executing […]
Which economic principle do I base my retirement security on?
A recent blog post on 360WR offered a discussion about our investment philosophy relying on the concept of reversion to the mean (everything returns to […]