December 9, 2024

Current Client Conversations & Presediantial Politics This is my reflection on conversations that I have had with clients over the past week that I believe gives you a grasp of those relationships with roughly 120 clients we work with.   One topic that came up multiple times is how people are delaying significant decisions because of […]

Current Client Conversations & Difficult Moves I spent a significant amount of last week dealing with difficult moves.  Meaning, dealing with both clients and their aging parents or other relatives moving into either other locations or other forms of housing.  Also, arranging for estate planning items. Much of my time is spent on these non-investment-related

Current Client Conversations Managing Expectations Each week I summarize the central themes of conversations I am having with clients lately for you, simply to give you sense of how these dialogues go; to give you a flavor of how I work with clients.  Right now, I am trying to set expectations for 2025.   Using Recency