27 April 2023
Principle: Deliver Blessings - Dad's, Your Words are Powerful
A Dad's Words Are Powerful
Dad's, this one is for you! You do so much for your families, and this...
3 minute read
7 September 2022
12 Principles of Investing
Principles guide our behaviors even when we aren’t aware of them. They are fundamental truths,...
8 minute read
7 July 2022
The Principle Of Simplicity And The Key To Success
When it comes to life and money, a great rule to follow is Simplicity Wins! I find myself sitting...
3 minute read
1 December 2021
You Have to Work Hard to Make it Simple
With the rise of the internet, the ease of connecting online, and increasing access to everything...
4 minute read
5 October 2021
Thriving Family Principle: Invest in a Full Inheritance
When you think about the word “inheritance”, what comes to mind? If you are like most, then money...
9 minute read
7 September 2021
Thriving Family Principle: How do you empower kids as leaders?
One of our firm’s 12 principles is “Empower, Don’t Control”.
When Sarah Fontenot first started at...
2 minute read
14 January 2021
Thriving Family Principle: Evidence Not Opinion
In his 1973 book A Random Walk Down Wall Street, Princeton economics professor Burton Malkiel...
2 minute read
9 December 2020
Thriving Family Principle: Estate Planning and Disinheriting the IRS
If you and your spouse died tomorrow, do you know how much of your estate would go to the IRS?
If...3 minute read
27 November 2020
Thriving Family Principle: Shape Lives by Delivering Blessings
How do I bless thee? Let me count the ways.
As a wealth management company, we often discuss how to...
2 minute read
21 August 2020
Thriving Family Principle: Have a Written Plan
Have you ever watched an archery tournament or seen trick shots from an archer?
The skill and...
2 minute read
3 August 2020
Thriving Family Principle: Simplicity Wins - Business Strategy
In 2019, Hobby Lobby was listed as #89 of America Largest Private Companies. David Green started...
3 minute read
3 July 2020
Thriving Family Principle: Steward not Owner
Do you think of yourself as a steward or an owner?
For a long time, I thought I was in charge. I...
2 minute read
26 March 2020
Thriving Family Principle: Simplicity Wins - Investment Strategy
In 2007, Berkshire Hathaway chairman Warren Buffett, who is widely considered to be one of...
2 minute read
16 December 2019
Thriving Family Principle: Life is a Team Sport
“Fifty-two percent of senior female executives played sports at the university level, compare to...
2 minute read
15 November 2019
Thriving Family Principle: Don't Quit
RE-TIRE
A 75 year-old client gave a keynote speech recently claiming that the last 10 years have...
1 minute read