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My favorite musical artist, James Taylor wrote and sang a song called “Fire and Rain” in the year 1968. There is a line in the song that reads,…

As many of you know, there are plenty of lessons to be learned in children’s books, stories and songs. The very subtle message of these books give…

As I write our client quarterly letter, I always try and be remindful as to what the world is going through and what we as occupants of this little…

Merriam – Webster dictionary defines the word “maven” as “one who is experienced or knowledgeable: expert; also: freak”. We hear the…

Yogi Berra once said, “It’s tough to make predictions, especially about the future”. Then why do we spend so much of our time focusing on the…

Throughout our day, the members of The High Net Worth Advisory Group listen to stories from all of you about your families, your work, your highs,…

The above proverb is of Russian origin and in English says, “Trust but Verify”. The way Americans are aware of this famous quote is from Ronald…

Red Light, Green Light is the name of a children’s game where one player is “the traffic cop” and the others are the “driver”. In the…

Clients often ask us where do we see the stock market going. Our response is one of a historical perspective rather than short term guess. We have no…

“The Prayer” is the name of a song written by Carole Bayer Sager, David Foster, Alberto Testa and Tony Renis. Originally composed for the…