Articles in this issue:
Chairman’s Message: New Year’s Gratitude List
Being grateful for what you already have can be a better starting place for self-improvement than personal dissatisfaction…
Don’t Miss the Low-Hanging Fruit
When you think about it, it is really crazy! There is an entire industry dedicated to trying to pick the best asset class, the best fund and the best stock. And most of the evidence racked up so far proves that they can’t do it consistently…
Dividend Investing
Dividend investing and a focus on yield became one of the hottest investing themes in the market during 2010…
Property and Casualty Insurance
It is not uncommon for high net worth families to have mass-marketed insurance programs in place that may meet the needs of an average family but not those of a wealthy family…