The Philanthropic Advice Gap

The Philanthropic Advice Gap

Professional financial, tax and legal advisors typically do a strong job helping clients structure their philanthropy through the right vehicle and providing sound financial and budgeting advice.  Where they often fall short is in helping clients discover core values,...
Celebrating Two Decades of Partnership and Service

Celebrating Two Decades of Partnership and Service

Last month we celebrated the 20th Anniversary of Roger Hewins and Martha Post’s business partnership and service to clients. Over those years, Roger and Martha have worked together to serve hundreds of families with complex financial lives, helping them to find...
Did You Fail At Something? Good—Do Something Else

Did You Fail At Something? Good—Do Something Else

I ran across this article, “Did You Fail At Something?  Good – Do Something Else,” by Darius Foroux, and it got me thinking about how dynamic financial planning can help clients move past disappointments and frustrations.  Financial planning isn’t always the most...
China Update #47

China Update #47

In one of our recent client letters, The Chinese Connection, we discussed China’s role on the world stage as the world’s second-largest economy and as an aggressive power seeking dominance in both economic and military matters.  The relevance to our financial plans...
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