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Econs and Humans Thumbnail

Econs and Humans

As many of us know, sometimes it is difficult to bridge theory and practice. In theory, just about everything is relatively easy. In practice, though, we find that things that appear to be quite simple, like eating a healthy diet, exercising consistently, saving money and making time for loved ones can prove to be quite difficult.

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One Family's Road To Philanthropy Thumbnail

One Family's Road To Philanthropy

We recently hosted a webinar where Bob Len and his guest Dr. Vinay Bhargava discussed how Vinay navigated his philanthropic journey, including perspectives on matching one's passion and value with an organization and the joy of making a real difference. You can watch the recording here in case you missed it!

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What are the benefits to charitable giving? Thumbnail

What are the benefits to charitable giving?

I think many would agree that 2022 has been a rollercoaster. With the war in Ukraine, devastating natural disasters, persisting inflation, and volatility in the financial markets, the headlines we see every day are often difficult to absorb.

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Market Commentary  August 2022 Thumbnail

Market Commentary August 2022

What Should I Do Now? Many wealth management professionals tend to get this question from clients. While this question is quite common among the average market participant, we view it as somewhat superficial. It is more appropriate to understand your goals and risk tolerance and then set the appropriate level of risk within your portfolio.

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