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What to Do When a Loved One is Diagnosed with Dementia

May 2019  By: MALCOLM BUTLER, JD
What to Do When a Loved One is Diagnosed with Dementia
We have seen an increase in the number of our clients or their parents suffering from dementia.  According to the Alzheimer’s Association, there are just under 6 million Americans living with Alzheimer’s and this figure is expected to grow to nearly 14 million in the next 30 years.  As we continue...

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Focus on Process — Not Always the Outcome

May 2019  By: ALEX MORRIS, CFA, MBA
Focus on Process — Not Always the Outcome
It’s tempting to make investment decisions based on previous performance. When the stock market is continually moving higher, as it had for most of the past decade, investors sometimes overlook the importance of process. But, as we all know, the stock market can be fickle. For that reason, whether...

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Sustaining Family Wealth & Unity

May 2019  By: JULIA BUTLER, CFP®, JD, MBA, CFEI
Sustaining Family Wealth & Unity
Historically, 70% of inheritors squander their inheritance, and 90% of families fail to maintain their family unity and wealth for more than three generations.  If Financial Planning helps protect and grow your money, and Estate Planning prepares your money for your family,  Heritage Design, the...

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