Changing the Conversation

Discover financial and family well-being by looking at money differently

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Put Your Patience Hat On
Core PrinciplesInvesting

Put Your Patience Hat On

January 31, 2023
Key Takeaways The coronavirus greatly affected our economy, throwing off the normal economic cycle. We’ve…
Risk and Reward: When Markets Misbehave
Investing

Risk and Reward: When Markets Misbehave

January 18, 2023
Needless to say, 2022 was a disappointing year for equity and fixed-income investors worldwide[1]:  …
Timing the Market
Investing

Timing the Market

December 14, 2022
Regrets, I’ve had a few But then again, too few to mention “My Way” (Lyrics…
Risk
InvestingOther

Risk

November 9, 2022
Key Takeaways With youth comes inexperience and a propensity to take risks. Some risk is…
Popular Investment Trends
Investing

Popular Investment Trends

October 26, 2022
Key Takeaways As investors seek out where to invest, trends start to emerge. We’ll take…
Thoughts on a Bear Market
Investing

Thoughts on a Bear Market

October 12, 2022
The bear market in U.S. equities officially began on June 13th when the S&P 500…
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Estate Planning, Life Events, Taxes

Estate and Inheritance Tax

October 28, 2020
Many years ago, Will Rogers said, “The difference between death and taxes is death doesn’t
Tax-Cuts-&-Jobs-Act-2017
Taxes

Tax Cuts & Jobs Act 2017

December 20, 2017
This is a special blog post on the Tax Cuts & Jobs Act 2017.Follow this
The Charitable Double Benefit
Taxes

The Charitable Double Benefit

September 27, 2017
A recent study showed that about one-third of families with at least $1 million in
The 2 Out Of 3 Tax Rule
Taxes

The 2 Out of 3 Tax Rule

August 9, 2017
I have a rule of thumb for you: If the government owes me money, now
Investable Collectables?
Taxes

Last-minute Tax Reminders

December 14, 2016
Every once in a while, I find myself looking over a well-off individual’s tax return
The Charitable Double Benefit
Taxes

The Charitable Double Benefit

October 12, 2016
A recent study showed that about one-third of families with at least $1 million in
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Retirement

Growing, Moving Forward, and Having Purpose in Retirement

April 12, 2023
Key Takeaways Retirement is supposed to be fun and relaxing, but it’s important to feel
Other, Retirement

Retirement: What to Do Now, to Make a Difference Later

January 11, 2023
Key Takeaways Hindsight is 20/20, but we can learn from the experience of others. For
Retirement

Retirement: Do You Have Enough, and Have You Had Enough?

November 16, 2022
Key Takeaways Do you know how much you need to retire? You may assume you
Retirement

Preparing For Retirement Part III

July 6, 2022
Key Takeaways This is Part III of a three-part series on retirement. We’ll review some
Retirement

Preparing for Retirement Part II

June 29, 2022
Key Takeaways This is Part II of a three-part series on retirement. You’ll need a
Retirement

Preparing for Retirement Part I

June 22, 2022
Key Takeaways This blog will take a slightly different format over the next few weeks.
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