Growing helps in the short term

We’re at it again! It’s time to put our heads together for some thinking on a whole new thought topic. For the next 12 weeks we’ll be focusing on Growth. But our thoughts on Growth, and what it means, may be a little different than the conventional way of thinking....

Why planning fails

We’re taking a more serious tone for this blog – but for good reason. There are times when wealth planning fails. And sometimes, it fails when it doesn’t have to. When a family makes the decision to change advisors, it’s often because they question the advisor’s...

Always look above the horizon

“Hello. We don’t know each other, and I don’t really know much about you, but I think that the best option for you is to buy [insert financial product here].” Just the thought of the above scenario makes us cringe – we’re sure it does for you, as well. While it...

Why committing is so important

If you’ve been following the blog you’ve seen that we’ve devoted some time recently to thinking about decisions. More specifically, we’ve been thinking about why it’s so important to make decisions. That’s all great – making big decisions is important. But once...

Draw the Line

If we were to tell you to “Draw the Line,” you’d probably look at us and wonder what exactly we’re talking about. Do we mean literally draw a line, or figuratively? We mean both. And that’s the whole point of the next 12 weeks of our Think-Legacy blog. Literally...