Generation Gap

In a recent meeting, a wealthy client told me a story about his daughter, who will be off to university in a few years.  Our client said that he and his daughter were having a very nice discussion about where she plans to attend.  She became very passionate about a small arts and sciences university here on the west coast. 

My View, Your View

When meeting with couples, it is unusual to learn that they share the same relationship with money.  I’m not saying that it’s a gender issue. Maybe sometimes it is.  But it often goes far deeper than that.  Money conversations are complicated because we’re dealing with both a lifetime money experience and a family financial history.  Times two.

Values & Capital

The reality is that there is no such thing as the best investment.  But that doesn’t seem to stop us from looking for it.  What if instead of spending so much time searching for the best financial product, we spent our time reflecting on what’s really important to us and then aligning our use of capital with those values?