The Importance of Stress Testing Your Wealth Strategies
When making decisions about your money, it can be smart to know the steps that extremely affluent individuals and families take to grow and protect […]
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, […]
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 […]
The most important thing I learned this week – the greatest economic threat facing the United States…
The greatest threat facing the United States is China’s rapid advance in trying to dominate the 5G market and control the next generation of internet, […]
Stress Testing Your Wealth Plan: Three Keys to Success
More and more families are double-checking their wealth plans to determine whether those plans are really up to the tasks assigned to them. But to […]
Snapshot Of How Stocks Have Performed So Far In This Millennium
What a fascinating illustration of how market diversification works and our confidence grows. Since 2000 the markets offering a higher expected return have provided just […]
Another Way to Look at 2019…
I recently was asked to comment on a note that asked me how to plan for a 2020 stock market retreat. My answer was – who told you that was happening?