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.

By Doug Lynam on
Growing up in a privileged family, I should have learned a few things about money. Sadly, there was so much shame and secrecy around money that I went out into the world knowing nothing. I wish I had been taught the difference between being a consumer and a capitalist.
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