One of the most difficult parts of the estate planning process is figuring out whether to create trusts for your children or other heirs at your death, and how those trusts might work.  This episode explores some key "design elements" for ...

The late Stephen Covey, in his book, "First Things First," discussed the "law of the farm," and how it governs our lives.  This episode applies his thinking on the subject to our investing approach

Investment theory sounds pretty dry.  But a basic understanding of risk and our reactions to it can be very helpful in understanding our thinking about investments.  This episode looks at Modern Portfolio Theory, behavioral finance an...

Wills have become a part of our cultural thinking.  But are they always necessary?  In this episode, we describe how wills work, when they're necessary and when they might not be.

Choosing a fiduciary can be a challenge.  We provide some guidlines.