Wealth Stewardship

A mindful approach to managing your greatest assets: financial, relational, physical, emotional, and spiritual.

Generosity
  • “Only 1428 more days!” “I’m so sick about the outcome of the election that I’ve been depressed, and experienced body rash and pain.” “It’s time to move to Canada and wait it out.” “How can the stock market keep going up with Trump in office? It doesn’t make any sense.”......

Making a Difference...Impacting the World
  • Wednesday night, our firm co-sponsored an event at The Triple Door called Soundtrack for the Future, which raises scholarship money for a local jazz education program called JazzEd, started five years ago by some parents of student musicians....

Values Alignment and Wealth Health
  • Abundance and isolation are not often discussed in the same context because the assumption is that abundance only solves problems and does not create them. It might sound counterintuitive, but wealthy people are often among the most isolated people even though they are usually surrounded by others.  Being isolated and......

Inspiration and Education
  • This 2010 conversation with a long-term client about changing his community seems especially helpful today so we’ve reprinted it here: Mark, what makes “changing your community” so important to you?  Should it be important to all of us and if so, why? We live in an imperfect world.  I believe that......

Kids, Parents and Money
  • Affluent children have tremendous advantages, but often lack basic, life skills that many of their non-affluent peers acquire early in life. That’s because when resources are scarce, you’re forced to make tough choices, work harder, manage uncertainty, juggle, and deal with consequences. When life is more comfortable, there isn’t as......