Most of the questions worth answering in wealth management never make it to a quarterly statement. These essays are where we work through those questions in writing, because writing clarifies our thinking and gives the people we serve a way to see how we think before they ever sit down across a table from us.

The CEO Who Couldn't Afford Shoes

By Doug Lynam on
Lesson learned from living in wealth and poverty: My father ran a chemical company from a private office suite with a kitchen, bathroom, balcony, and boardroom larger than my first house. He had made the cover of a business magazine. Yet he often told me he was broke.
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I Took a Vow of Poverty and Nailed It

By Doug Lynam on
Most money troubles have almost nothing to do with money: Let me start with a confession that probably should disqualify me from writing a money column. I spent twenty years as a Benedictine monk. I took a vow of poverty, in part, to rebel against my parents. And our monastery went bankrupt, because we took that vow a little too seriously.
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Wills and Wishes

By Doug Lynam on
You must have a will to ensure your final wishes come true. Without one, your loved ones will suffer much more than necessary during a difficult time.
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The Beauty of Insurance

By Doug Lynam on
Discussing insurance is like being forced to watch a corporate PowerPoint presentation about the benefits of rice cakes—over a slow internet connection. But here is why you should love it anyway.
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