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What’s in a Name?

I find it interesting to know the origin of company names. While it’s true they are sometimes just made-up words (like Häagen-Dazs), oftentimes they actually tell you something about the vision of the company (Nike is the name of the…

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How a Family Should Approach Investment Risk

  • November 6, 2014
  • Risk

Most wealthy families have likely been through the standard risk assessment process that takes place at the beginning of a new advisor relationship. They are asked to answer a series of boiler plate questions to gauge the level of portfolio…

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