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The Arrogance of the Modern
There is a phrase we have used over the decades: The Arrogance of the Modern. It is the quiet assumption that because we possess more information, faster communication, and increasingly advanced technology, we must therefore be less vulnerable to the same emotional and collective mistakes that shaped prior generations. Every
Focus on Intent
With tax season now in the rearview mirror, we have a simple request: set aside 30 minutes and reread your estate planning documents. Don't approach them with a legal eye. Leave that to your attorney. Instead, read them with a much simpler question in mind: "Does this
The Loser's Game
One of the more influential investment books written in recent decades was Winning the Loser’s Game by Charles Ellis. The premise was borrowed from professional tennis. Amateur matches are often won through spectacular shots and aggressive play. Professional matches, however, are more frequently decided by unforced errors. At the
FOMO in Market Cycles
Note: At the beginning of the year, we decided to move to a quarterly distribution that would incorporate both our perceptions of market movements and events and more traditional wealth management topics (no matter how boring they are). In the last piece, we spent some time on the idea that