Thriving Family Principle: Invest in a Full Inheritance

Posted by Chip Brackley on August 5, 2020

When you think about the word “inheritance”, what comes to mind?  If you are like most, then money and property immediately surface.  We think about what we can pass down to the next generation, but is that really all there is to it?

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Thriving Family Principle: Simplicity Wins - Business Strategy

Posted by Cale Dowell on August 3, 2020

In 2019, Hobby Lobby was listed as #89 of America Largest Private Companies. David Green started the company in 1972 as a picture frame company with 300 SF of retail space and $600. Today they are the largest privately owned arts-and-crafts retailer in the world,...

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Thriving Family Principle: Steward not Owner

Posted by Jeff Thomas on July 3, 2020

Do you tink of yourself as a steward or an owner?

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Thriving Family Principle: Simplicity Wins - Investment Strategy

Posted by Ethan Pollard on March 26, 2020

In 2007, Berkshire Hathaway chairman Warren Buffet, who is widely considered to be one of history’s most successful investors, issued a challenge to Wall Street’s largest and most sophisticated money managers. He wagered that over the next ten years, a low-cost,...

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Thriving Family Principle: Life is a Team Sport

Posted by Jeff Thomas on December 16, 2019

“Fifty-two percent of senior female executives played sports at the university level, compare to 39% of women at other management levels”, said Debora Spar, a professor at Harvard Business School. [1]

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Thriving Family Principle: Evidence Not Opinion

Posted by Ethan Pollard on November 19, 2019

In his 1973 book A Random Walk Down Wall Street, Princeton economics professor Burton Malkiel performed an experiment wherein he modeled the performance of a hypothetical stock by charting the results of a random coin flip. If the stock landed on heads, he would...

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Thriving Family Principle: Don't Quit

Posted by Jeff Thomas on November 15, 2019
re-tire

A 75 year-old client gave a keynote speech recently claiming that the last 10 years have been the most fulfilling of his life. He hasn’t had a salary or played golf once for 10 years.  So, why is he so happy?

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