Financial and Investment Advisors to Families

In a financial world where clients have become mere account numbers, and the new emphasis rests on mass-marketing investment products and gathering “Assets Under Management,” we continue to deliver the attentive personal service of a knowledgeable and dedicated family advisor.

We believe that we are better investors because of our heritage as advisors to families and the long-term perspective it requires, and we are better family advisors because we possess the deep understanding and experience of real-life, active investing.



December 1, 2021

Richer, Wiser, Happier (Scribner, 2021), a book by Wall Street columnist William Green, is a wonderful collection of interviews of highly successful investors that also have developed valuable lessons for life in general. Mr. Green does not approach these interviews as a traditional “groupie” only impressed by investment performances and dollars earned but elaborates on the character and life disciplines of his subjects.
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False Defeats and False Victories

November 11, 2021

Aren’t stocks a lot like heroes in novels we read? Six years ago, when I was putting the finishing touches on my first book: “Outsmarting the Crowd,” my UK-based editor, with a great affinity for novels, told me how much we can learn from works of fiction. Our conversation renewed my interest in novels, stories, and specifically how they are structured. Whether it’s a recent Hollywood production or a 5,000-year-old myth, the hero celebrates false victories and faces false defeats, very much like any investment we research. Let me explain.
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Beyond The Headlines

Always the Wrong Question

January 14, 2022

One of these days, after a spectacular decade of progress, the stock market will encounter a serious air pocket. The investing crowd will then ask the perennial question: “What caused the market collapse yesterday?” But, as usual, this will be the wrong question. The intelligent inquiry would really be: “Why did the market rise so much before yesterday’s crash?”
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New Year’s Resolutions

December 21, 2021

As 2021 is coming to an end, and a brand new 2022 is right around the corner, many of us start to think about New Year’s Resolutions. What do we want to accomplish next year and beyond? Traditionally many look for ambitious goals: make that many dollars, lose that many pounds, read the many books by year-end, and more. In life and investing, success often comes not from a lofty goal with a fixed deadline but rather the process built on helpful habits that lead to favorable outcomes. Let me explain.
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