19 Apr 2013

Posted at 00:00h in The Friday Brief by
We are beneficiaries of the wealthiest nation in the world. But no matter how intentional we try to be, we still take for granted the countless common conveniences that were unimaginable or wildly extravagant not so many years ago. And despite our boundless resources, education systems, capital, enabling technologies, and the conveniences that make them all work for us, seems we are able to find precious little time to pursue our highest and our best purposes.

01 Feb 2013

Posted at 11:11h in Briefs about our Process, The Friday Brief by
Last weekend I received an email from a client expressing concern about the US Treasuries we hold in her account. She had seen some dire warnings about bonds and particularly Treasuries in the recent media. Given the importance of Treasuries to our portfolio strategy and the rising concerns being stirred by investment gurus and financial media, it seemed appropriate to address Treasuries' unique qualities that are largely ignored by today's financial services industry.