Insights

How to Plan for the Intentional Use of Wealth

Asset Management, Trends, Wealth Management  |   January 24, 2019  |  
Mike Sanders

It is critical for families with legacy ambitions to have a well-conceived plan anchored by a strong vision of what they want to have happen. A strong vision incorporates the family’s values, its mission or purpose, its unique abilities, traditions and the principles that will guide future decisions.

Finding the Next Unicorn

Stock Market, Trends  |   March 16, 2018  |  
Mike Sanders

Would you like a head start identifying the next technology Unicorn? Each year Global Silicon Valley attempts to do just that by publishing their Pioneer 250 list of companies.  To make the list a company must be privately held and venture backed with less than $1B market value.  They must also be able to impact […]

Market Pullbacks, Interest Rates and Recessions

Economy, General, Trends  |   February 6, 2018  |  
Russ Norwood

The stock market has declined 5-10% 77 times in the last 70 years according to Ned Davis Research.  On average, it has taken one month to recover from these levels.  Market pullbacks happen, in normal times, with regular frequency.  We have been in abnormal times as the economy has gained firm footing and picked up […]