Welcome to our blog

We’re always looking for ways to improve our client communications.  We believe this blog will be a useful tool in sharing our perspective on a range of issues that we usually don’t cover in the Monthly Market Commentary and Quarterly Reports that our private wealth management clients receive.  We will be posting comments and articles quite regularly and this medium suits that format very well.

The purpose of this blog is to be informative,  inspiring and entertaining.  There’s a lot of noise and negativity in the media right now.  We believe a realistic, but more positive, perspective should also be heard and we intend to provide it.  We manage money for a limited number of families, but we feel our perspective would be appreciated by a broader audience, and that’s how this blog came to be. We will be using this venue to discuss everything from economic policy and market conditions to new and creative ways to spoil one’s grandchildren.  

Our goal is that this blog entertains as much as it informs, that our readers come away from our blog thinking “what a wonderful way to spend a few minutes”.  We hope this blog serves as a hopeful respite.


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