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Over Fifty Years of Combined Experience in Financial Services

We help high-net worth individuals and families, successful business owners, and foundations who need expert financial advice by offering customized, creative solutions and wealth management expertise in order to meet their financial goals.

Newsletters

First Quarter 2026 Client Letter

The purpose of this letter is not to forecast the coming year but rather to outline the risks that I am concerned about and provide us with a game plan if any of those risks materialize.

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Year End Letter

Year End Letter

The first quarter of the 21st Century is over. Looking back across that period can inform our current situation and help us filter the noise that permeates the news and befogs the current investment landscape.

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Second Quarter 2025 Client Letter

The second quarter of ‘25 began with the tariff panic surrounding the President’s Liberation Day speech. The imposition of a consumption tax by calling it Liberation Day gave the President’s opponents another reason to run in circles with their hair on fire and it gave markets a reason to sell off in dramatic fashion.

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Recent Insights