Philosophy

What is an Investment Philosophy? Why does it matter?

What is an Investment Philosophy? Why does it matter?   Perhaps a good place to start when discussing investment philosophy would be to look at a term with which many of us are more familiar – worldview. According to Merriam-Webster’s Dictionary, a person’s worldview is “a comprehensive conception of the world especially from a specific …

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The Opioid Crisis and Family Finances

The Opioid Crisis and Family Finances Recent headlines about the opioid crisis are centered around the lawsuits that have been brought by states and municipalities against the manufacturers and distributors of opioids. The costs to treat people with opioid addiction have drained government budgets and they are rightfully seeking compensation. Unfortunately, at this point, it …

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Lessons from the Blue Ridge Relay

Lessons from the Blue Ridge Relay   Did you know that one of the largest running relay races in the United States takes place just up the road in the Blue Ridge Mountains? It is called The Blue Ridge Relay, and this year I had the opportunity to participate by running with a group from …

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Lessons From The Appalachian Trail

Many of our blogs are financially based – which is important – but equally important to leaving a financial legacy to future generations is leaving a legacy of time and memories. We can do this by investing time with the people we love the most.   This is one such story.    At the beginning …

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What is a Custodian?

  What is a Custodian?   A custodian is a financial institution that holds customers’ securities for safekeeping so as to minimize the risk of their theft or loss.   A custodian can hold securities and other assets in electronic or physical form. Since they are responsible for the safety of assets and securities that …

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