Like the best-run companies, resilient families have cultures of adapting to change but do so with thought and intentionality. In this webinar, The Williams Group’s CEO and President, Amy Castoro, and Senior Lead Family Consultant, Joel Kimmel, shared how successful families transfer their wealth to help prepare the next generations. Watch the event recording to… Read More
Medicare open enrollment has started, and that means you have until December 7th to join, switch, or drop a Medicare health plan. We understand that the process can feel complex, and that’s why we recently held a webinar featuring Karl Steinlage, CEO of the Steinlage Insurance Agency. Watch the event recording to learn: The differences… Read More
“People think that stories are shaped by people. In fact, it’s the other way around.” — Terry Pratchett Read More
The third quarter started out well, with stocks rising and interest rates slightly declining. Even in the face of interest rate hikes by the European Central Bank (ECB), the Federal Reserve (Fed), and the Bank of England (BoE), the markets continued a steady march higher towards recovery. But by the middle of August, markets did an about face, reversing all those gains and more. Read More
Whether it’s the loss of a loved one or the end of a marriage, navigating grief is something that we will all face during our lifetime. But that doesn’t make it any easier, and having some guidance for the process can help us heal from a loss, move forward, and discover once again how to… Read More
In August 1914, Sir Ernest Shackleton and a crew of 27 set sail on “The Endurance” for the Imperial Trans-Antarctic Expedition. This was the first attempt at a land crossing of the Antarctic continent. The crew journeyed from England, eventually departing a whaling station at Grytviken on the island of South Georgia. Two days later, in December of 1914… Read More
A recap from our recent client luncheon. Speakers: Todd Brand and Cliff Aque Read More
Whether it’s the loss of a loved one or the end of a marriage, navigating grief is something that we will all face during our lifetime. But that doesn’t make it any easier, and having some guidance for the process can help us heal from a loss, move forward, and discover once again how to… Read More
By Ryan Bouchard with Cliff Aque Markets have been in a brutal tug-of-war since the end of 2021 due largely to the aftershocks of the COVID pandemic. When the pandemic first hit, the global economy came to a standstill. At the time, governments and central banks did a lot (too much, in hindsight) to try… Read More
By Damaris Gingerich When I was a teenager, I was profoundly shaped by a book called Do Hard Things: A Teenage Rebellion Against Low Expectations by brothers Alex and Brett Harris. They told the stories of people my age doing courageous, impactful things that were changing the world. Though these inspiring stories were motivating, the… Read More