The more you know about your destination, the clearer the course becomes.

Through quarterly newsletters that provide timely advice, white papers that offer more detailed discussions of specific topics, and frequent email, correspondence and conversations, we strive to keep you informed about the markets and confident in the strategies that we implement on your behalf.

 

High-Net-Worth Families

• White Paper: Choosing a Financial Advisor
• The Collapse of Ballamor Capital Management: Lessons for High-Net-Worth Investors
• White Paper: Sudden Wealth: Avoiding the Twelve Deadly Mistakes
• White Paper: The Lessons of Madoff

 

Doctors

• Case Study: The Part-Time Prescription™ – Can You Go Part-Time Before Retirement?

 

Investment

• 7 Strategies to Protect and Grow Money
• Annuities Not All Equal
• Inside the Black Box: Is It Really The Economy?
• Investing Dangerously Do-It Yourself

 

• Higher Return On Cash (Summer 2011)
• Flat, Low & Dangerous: Preserving Wealth in Today's Low-Return World
  presented by Marvin Barron and David Burd at TGS's 2011 Annual Wealth Management Conference (May 17, 2011)
• Dark Clouds and Silver Linings: Protecting Wealth in Uncertain Times
  presented by Jim Hemphill and Marvin Barron at Appleford Estates (May 25, 2010)

 

Retirement

• The Successful Retirement Series™
  • Phase One: Accumulation – How Much is Enough?
  • Supplement: Misunderstanding Market Volatility
  • Phase Three: Sustaining Cash Flow in Retirement – Will I Outlive My Money?
• Elements of a Financially Secure Retirement

 

• The Challenges Facing Near-Term Retirees (Fall 2011)

 

Tax Planning

• Tax Relief Act 2010

 

Education Planning

• Education Savings

 

• Young Money 2010
• Young Money 2009

 

Estate Planning & Asset Protection

• Family Meeting

 

• Use It or Lose It (Estate Planning in 2011 & 2012)

 

Quarterly Newsletter: Navigator

• Fall 2011: Interesting Times
• Summer 2011: Tidal Waves & Meltdowns
• Winter 2010-2011: Disconnects
• Summer 2010: It’s a Small World
• Spring 2010: Score
• Winter 2009/2010: Goodbye to All That
• Winter 2009/2010: The Man Behind the Curtain (Young Money Supplement)
• Fall 2009: Inflation and Engine Oil
• Summer 2009: Pilgrimage to Omaha
• Spring 2009: Capitulation
• Winter 2008/2009: Moscow Rules
• Winter 2008/2009: Advance to Go (Young Money Supplement)
• Fall 2008: Black Swans and Wile E. Coyotes
• Early Summer 2008: No Spherical Chickens

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