Blog
As I write the quarterly letter it looks like the stock market will have the worst first half start of the year since 1962. The bond market has not…
After hundreds of safe flights under my belt it may be hard to believe but I am afraid to fly. I know the statistical odds as to the safety of…
David T. Morgan was featured on Money Geek’s Best Life Insurance Companies for 2022 as an expert on the advice panel for finding the best life…
“SPRING”
The fashion icon Lilly Pulitzer has a quote that I try to remember once a year. Lilly is quoted as saying, “Despite the forecast,…
Contributors: Mackenzie Fluharty & Katherine Lauer
March 8th is a day dedicated to celebrating women across the globe and the…
I had an epiphany this morning and decided to write the HNWAG quarterly letter about it. Everyone knows the phrase “Life is a journey”. Yet if…
“Time”
I was meeting with a prospective client “John” the other day and he asked me a great question as to why his family should work with…
What Is the Debt Ceiling and Why Should I Care?
Think about the United States debt ceiling as a credit card and the limit that the card is set at…
Inflation – the Unwanted Houseguest
Inflation is the increase in the cost of goods and services passed on to the end-user or consumer. The root…
“Covid Swag”
I am naming a new phenomenon to the increased confidence in battling “The Covid”. I am calling it “Covid Swag”. The…