Our Insights

As the U.S. heads into another presidential election, concerns are growing about potential delays in results and the risk of unrest, especially given the heightened polarization in recent years. After...

Last month, the Federal Reserve cut the federal funds rate by 0.5% and that’s usually spelled good news for stocks. Data from the past 40 years shows that, after a...

After spending a blissful week at the beach, a middle-aged couple couldn’t stop dreaming about buying a vacation home there. The idea of having their own slice of paradise, a...

Inflation has been brutal over the past few years. After decades of running below 3%, starting early 2021, the Consumer Price Index increased rapidly as the economy opened back up...

My charitably inclined clients know that giving appreciated publicly traded stock is one of the most efficient and effective ways to maximize the value of a charitable gift. But what...

If you could vote on whether Amazon should have an independent review of its warehouse safety, would you? What about whether Amazon should disclose how much plastic packaging it uses...

Years ago, my colleagues and I were asked to evaluate the investment portfolio of a prospective client family. The portfolio was invested in a mix of traditional assets like muni...

When considering how to live a more authentic, meaningful life, most people think of things like spending more time with family, doing volunteer work, or giving money to charity. But...

There’s an adage that the two best days in a boat owner’s life are the day they buy their boat and the day they sell it. A similar notion applies...

The National Association of College and University Business Officers (“NACUBO”) and TIAA recently released their 2021 “Study of Endowments.” This highly anticipated annual study provides a report of university endowment...

We are frequently asked to look at private equity and venture capital investment opportunities on behalf of our clients and offer our advice on whether a particular investment is appropriate. More often than not, the so-called “opportunity” comes from a good friend or a trusted professional, and saying no is not the most comfortable or...

Looking back, Sam, Jane and Nick’s childhood seemed almost perfect. They grew up in a loving extended family, played sports year-round and traveled. A highlight for the three siblings was their summers spent at Manor Grove, their family estate on the Outer Banks bought by their grandparents in the early 1900’s. When their grandparents died, the estate passed to their father, James, and his sister, Clara...