The Perspective Blog
Summer 2016 – From the Archive
Looking back to the Summer 2016 issue of The Northwood Perspective, a newsletter geared toward the interests of our clients, friends and colleagues.
Articles in this issue:
Chairman’s Message: Seeing Past the Noise
I have recently had the opportunity to read and listen to some really interesting points of view that serve to remind us that important long term trends often get lost in the short term noise…
Your Most Important and Impactful Financial Planning Input
Cash flow projections will obviously not be 100% accurate, nor are they meant to be - ultimately life happens and the results will change based on reality. Having said that, projections are our best tool to provide ‘goal posts’ for planning and helping clients make informed decisions…
Tips for Managing Investment Risk
When families come to see us for advice on investing their wealth, we are often surprised by the amount of unnecessary risk they have taken on…
Sudden Wealth
Some of the more common sudden wealth events we see are the sale of a business, receipt of inheritance or life insurance proceeds, winning the lottery, and the vesting of stock options. And while these events are very different in nature, the end result is the same – an individual or family get a significant amount of wealth in a very short period of time…