market volatility

No, Risk and Volatility Are Not the Same Thing

Staying invested through volatility and managing risk are the keys to performing well in the long-run. Regardless of whether it’s on your own or with an advisor, find a strategy that helps you become a more successful investor.

Family Philanthropy

Giving at All Ages—Family Philanthropy

If you’re like most people, you had a piggy bank when you were young. Your parents probably encouraged you to only break into it to buy something special. Do you remember the first thing you saved up to buy? The purpose was saving to spend. Fortunately, the piggy bank...
une Celebrations—Making Family Celebrations Matter

June Celebrations—Making Family Celebrations Matter

June is a month for celebration! There are graduations, weddings, and anniversaries. It can be a wonderful opportunity to celebrate loved ones or create a whirlwind of activity leaving us burdened with feelings of obligation. In today’s rushed culture, how do we make...

More Peace in 2018

What do you want to see happen in your life before New Year’s 2019? 2019 sounds like a long time, but it’s only a year way! Rather than making resolutions you might not keep, I’d like you to think about 2018 in a different way. Someone once told me to take everything...

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Making Year-End Giving Meaningful

Plan Ahead to Give Now is the time to plan your year-end giving. But don’t just make it a financial decision, make it a meaningful decision by creating a family project focused around values. After the dinner table is cleared, make a game of exploring causes that...

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