Articles in this issue:
Chairman’s Message: Observations on Asia 2014
“It is better to travel 10,000 miles than to read 10,000 books.” There is certainly some truth in this old Chinese proverb, especially when it comes to understanding China…
How a Family Should Approach Investment 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 volatility that they can stand emotionally, which is often characterized as risk tolerance…
Conversations on the Transition of Wealth
We often use the contrasting stories of two wealthy families from the 1800s, the Vanderbilts and the Rothschilds, to describe the value of preparing the next generation to receive wealth…
The Power of Dividend-Paying Stocks
In one of the many compelling guest essays originally featured in Tom McCullough’s new book (click here to learn more or purchase), James Garland draws on a comparison between “Chicken Farmers” and “Egg Farmers” as a helpful metaphor to characterize two main groups of investors…
