We took this photo while visiting the chateau in September 2014.
Today we release a new Artemis Brief in which we dispel the notion that revocable living trusts are only suitable for very wealthy people and
In my September 23rd blog, I examined the 5-year average annualized investment returns (July 1, 2008 – June 30, 2013) of the nation’s largest university
I recently wrote a letter to the firm’s clients (see also my October 17th blog post) in which I derided Germany’s longstanding antipathy towards any kind
No doubt many of you have been watching the market recently make big swings. Fortunately, many of you have been through this before and know
The recent news that the head of Harvard’s endowment is retiring prompted me to have a look as how endowments have been performing since the
On July 9, I posted five of eight of the planning mistakes we often see women make and promised we would be back with more.
Although we are not a firm that is exclusively focused on women, we are delighted to see that so many women seek us out for
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