Our team regularly reads articles from industry peers and trusted resources to stay up to date on financial markets. We enjoy reading about topics related to economics, investments, current events, and financial planning.
In addition to circulating some of the best pieces internally, we thought our clients, partners, and friends might enjoy reading some of the same articles as us.
Here are 9 recent pieces that our team members have read, along with some commentary on why we found the respective articles interesting.
The recording of our virtual event is now available
The COVID-19 pandemic has given us time to think about the big-picture questions in life. Things like: What life lessons do I want to share with my loved ones? What hopes and dreams do I have for the people in my life? What advice do I have for my children when life throws them a curveball? What are my most cherished memories?
Many of us have the answers to these questions in our minds, but few of us take the time to write down our thoughts and share them with the people in our lives who matter most. By sharing these thoughts in writing, it can be a powerful way to share your personal and family values, lessons, and stories in a way that positively impacts the next generation.
With this in mind, we recently held our 5th annual Women, Wealth & Wisdom event, focused on legacy letters. This virtual event was hosted by Susan Turnbull, founder and Principal of Personal Legacy Advisors, who helped attendees start thinking about and creating their very own legacy letters to share with loved ones.
A recording of this live event is available below.
