Stewarding Social Wealth

2017-08-11T20:44:25+00:00

By Thomas Twombly

Last month we introduced the idea of thinking about wealth as a multi-dimensional concept.  We explored the idea that material wealth is just the tip of the iceberg for many people, and there is so much more beneath the surface.  In my experiences, a lot of people […]

Stewarding Social Wealth 2017-08-11T20:44:25+00:00

How Do You Define “Wealth”?

2017-08-11T20:46:40+00:00

By Thomas Twombly, President

How do you define “wealth”?

For over twenty-five years I have been asking this same question to better understand how to communicate the value of a firm like Lucien, Stirling & Gray. I’ve asked clients, colleagues, friends and business associates in various settings. I’m curious to hear people’s answers, because […]

How Do You Define “Wealth”? 2017-08-11T20:46:40+00:00

Looking Forward

2017-06-09T21:43:54+00:00

By Thomas Twombly, President

“We are made wise not by the recollection of our past, but by the responsibility for our future.”
-George Bernard Shaw

“The longer you can look back, the farther you can look forward.”
-Winston Churchill

In the short eighteen years between 1946 and 1964, almost 76 million people were born in the United […]

Looking Forward 2017-06-09T21:43:54+00:00

Twenty-Five Years at a Glance

2017-05-12T22:31:01+00:00

By Chaney Barton-Nichols, Marketing Assistant

“I remember the days when we’d have to walk down the street to the bike shop to use their fax machine.”  This is one of the favorite stories that is told often (usually to the “new guy”) around the office.  You have probably heard by now that Lucien, […]

Twenty-Five Years at a Glance 2017-05-12T22:31:01+00:00

Parents of College-Bound Students: This one’s for you!

2017-04-07T20:17:43+00:00

Intro by Cass Grange, Senior Advisor Associate
Article by Katherine Akinc, Estate Planning & Probate Attorney at Ikard Golden Jones, PC

Today’s article hits home for me.  When I first heard this idea, I thought, “I don’t need to take her advice!  This won’t happen to my family!” Then I thought about […]

Parents of College-Bound Students: This one’s for you! 2017-04-07T20:17:43+00:00

“The Talk With Aging Parents”

2017-03-09T22:47:39+00:00

By Cass Grange

Why talking to your parents about their future living arrangements is more difficult than talking to your kids about sex.

I get it.  You have put off having “the talk” with your parents.  It’s awkward. It takes courage.  You are waiting for the right time to bring things up.  Never sounds like […]

“The Talk With Aging Parents” 2017-03-09T22:47:39+00:00

“Empty Nester Turned Author – A Client’s Story”

2017-02-10T22:24:28+00:00

Our client, Darci McIntyre, the newly published romance novelist, submitted this piece on how empty nesting gave her the opportunity to pursue a hobby that had always interested her, and to meet a goal that she had always dreamed of.  While her newfound free time presented her with the opportunity, as you’ll see, it still […]

“Empty Nester Turned Author – A Client’s Story” 2017-02-10T22:24:28+00:00

Putting Down Roots

2017-01-20T16:19:01+00:00

By Chaney Barton-Nichols

At the end of last year, my husband and I bought the first home that we visited in person.  You could say I have always had a knack for “love at first sight.”  For example, the wedding dress I wore when I got married happened to be the first wedding dress […]

Putting Down Roots 2017-01-20T16:19:01+00:00

Choosing Your Guide

2016-12-16T22:04:02+00:00

By Thomas Twombly

In early November, six middle-aged guys set off on a challenging wilderness adventure that would take us deep into the heart of one of the most remote and inhospitable regions of the United States. We were going to travel by canoe for three days, covering approximately 40 miles of the Rio Grande […]

Choosing Your Guide 2016-12-16T22:04:02+00:00

Moving to Retirement – A Client’s Perspective

2016-11-11T16:40:44+00:00

By Margaret Lewis

I am a consummate planner. Not only do I plan, I usually have multiple contingencies in order. My family and friends tease me about crossing the line between planning and paranoia. So when it came to my retirement I thought I had it licked.

I had developed a formal financial retirement plan with my […]

Moving to Retirement – A Client’s Perspective 2016-11-11T16:40:44+00:00