MALCOLM BUTLER, JD

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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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7 Considerations for the Multigenerational Transfer of Wealth

March 2019  By: MALCOLM BUTLER, JD
7 Considerations for the Multigenerational Transfer of Wealth
Congratulations on becoming a grandparent! By any measure, this is an exciting, rewarding time. This life change also offers the opportunity to revisit your estate plan to determine the best ways to “pay it forward” for your grandchildren. What should you keep in mind when planning to share your...

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Gratitude

December 2018  By: MALCOLM BUTLER, JD
Gratitude
We enjoyed a wonderful Thanksgiving and Christmas, spending time with friends and family.  I have so much to be thankful for.  I am blessed to have such a wonderful family and to share time with so many exceptional friends.

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How a Trust Can Protect Your Family from Themselves

November 2018  By: MALCOLM BUTLER, JD
How a Trust Can Protect Your Family from Themselves
You’ve worked hard to build wealth. You have more money than you will need in your lifetime and you want to ensure your assets will benefit your family once you’re no longer at the helm.

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Planning for the Trip of a Lifetime

September 2018  By: MALCOLM BUTLER, JD
Planning for the Trip of a Lifetime
  I recently traveled abroad and while I was preparing for the trip, I tried to anticipate the problems that travelers might encounter. Properly preparing for a trip means planning for contingencies and emergencies. We made sure to double and triple check that we had the necessary clothing, our...

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The Impact of Inflation

June 2018  By: MALCOLM BUTLER, JD
The Impact of Inflation
From the end of 2017 through April, inflation has increased from +2.1% to +2.5% (using CPI as a proxy). Over the same period, the yield on ten-year Treasury bonds has risen from 2.4% to 3.0%. These moves have led market participants to question if a change in the status quo is underway. Let’s...

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From Our Family to Yours: 4 Ways to Teach Kids About Money

June 2018  By: MALCOLM BUTLER, JD
From Our Family to Yours: 4 Ways to Teach Kids About Money
Teaching kids about money in the Digital Age isn’t always easy. Between online shopping, direct-deposit paychecks and banking by app, today’s children are growing up in a world where they may rarely experience a cash purchase or even a monetary transaction. To kids, it can look like the next item...

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All-Weather Portfolio Construction

May 2018  By: MALCOLM BUTLER, JD
All-Weather Portfolio Construction
It seems that there has been an increase in severe weather these days including floods, fire, and wind. In Savannah, we suffered a direct hit from Hurricane Matthew last year and endured a mandatory evacuation this year due to Hurricane Irma. Hurricanes are a constant threat during the summer and...

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All-Weather Portfolio Construction

October 2017  By: MALCOLM BUTLER, JD
All-Weather Portfolio Construction
It seems that there has been an increase in severe weather these days including floods, fire, and wind. In Savannah, we suffered a direct hit from Hurricane Matthew last year and endured a mandatory evacuation this year due to Hurricane Irma. Hurricanes are a constant threat during the summer and...

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Investment Maxims

July 2017  By: MALCOLM BUTLER, JD
Investment Maxims
I attended an investment conference recently and one of the speakers was Stephen Friedman, former Chairman of Goldman Sachs. During his fireside chat, he mentioned that when it comes to investing, he follows some basic rules of risk management. He said that these rules were universal truths that...

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