What’s on our mind? You can read about it in our Financial Focus Blog. Whether it’s ideas about prudent planning or emerging trends that affect your retirement savings, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.
Lewis Chamberlain |
Thursday, August 17, 2023
Generational wealth management refers to the strategic planning, preservation, and distribution of financial assets and resources across multiple generations within a family. The primary goal of generational wealth management is to...
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Lewis Chamberlain |
Thursday, March 9, 2023
When taking my dog to the vet recently I realized how quickly our society is transitioning to electronic document processing. A day before my appointment I received a text message asking me to confirm...
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Lewis Chamberlain |
Wednesday, July 6, 2022
One of an investment advisor's primary roles is helping investors avoid common mistakes that raise costs and undermine results. We often rely upon the field of behavioral finance that tries to identify and explain biases that...
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Lewis Chamberlain |
Monday, June 20, 2022
In general we categorize investment strategies into one of three categories. Each approach plays a different role within a portfolio. Core Market Strategies provide broad exposure to...
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Lewis Chamberlain |
Tuesday, May 17, 2022
The news is bursting with discussion of inflation. It's a subject we haven't had to discuss in great detail for more than 30 years. If you are young then chances are this is your first experienced with inflation. If you are middle...
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