Financial Challenges of Divorce

2018-01-12T16:24:46+00:00

By Megan Poore

Major life transitions almost always create stress – even the good transitions.  Whether it’s leaving a career and transitioning to retirement, seeing children off to college after 18 years of nurturing and parenting them, or starting your own business after working for someone else, the stress can be great. Even […]

Financial Challenges of Divorce 2018-01-12T16:24:46+00:00

Can Seasonal Spending (and Saving) Bring Comfort and Joy?

2017-12-08T22:36:29+00:00

By Megan Poore

Although we are in the thick of the holiday shopping frenzy, it’s not too late to slow down and think about how, where and when we will spend our money and time this holiday season.  The pressure is on to find the best deals on the “perfect” gifts. Each year […]

Can Seasonal Spending (and Saving) Bring Comfort and Joy? 2017-12-08T22:36:29+00:00

Faith In the Future

2017-11-17T22:11:54+00:00

By Thomas Twombly

You’ve heard this from me before, but it’s always worth repeating: investing, in anything, is first and foremost an act of faith. Yes, there are many other factors that go into a great investment decision. But, whether you’re building a company, investing your hard-earned money in one, committing yourself to a marriage, […]

Faith In the Future 2017-11-17T22:11:54+00:00

Before You Kick the Habit…

2017-10-27T21:22:05+00:00

By Cass Grange

 

Do you ever feel like you are on autopilot?

You brush your teeth when you wake up. You click the seatbelt when you get in the car.  You pour that cup of coffee before you sit down at your desk in the morning.  These are some habits we do daily that, […]

Before You Kick the Habit… 2017-10-27T21:22:05+00:00

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

The Power of Introductions

2016-11-05T00:30:56+00:00

By Cass Grange, Senior Advisor Associate and Chaney Barton-Nichols, Marketing Assistant

We frequently share that many of our clients come to us during times of transition.  Perhaps it’s children going off to college, parents growing older and passing, or retirement, a divorce, etc.  All these examples of transition require a great deal of planning – financially […]

The Power of Introductions 2016-11-05T00:30:56+00:00

Retirement Resolutions Pt. 2: Rethinking the Retirement Timeline

2016-11-05T00:30:57+00:00

By Bleckley Dobbs, CFP®, RICP®

After the desk has been cleaned out and the party has been thrown, the last thing you want to do on the first day of retirement is wake up and think, “now what?”   Many people focus much attention on the date of retirement, but the years following that date do not have nearly […]

Retirement Resolutions Pt. 2: Rethinking the Retirement Timeline 2016-11-05T00:30:57+00:00

Retirement Resolutions: Part I

2016-11-05T00:30:59+00:00

By Bleckley Dobbs, CFP®, RICP®

The Baby Boom generation is now retiring en masse, and the topic of Retirement Income Planning has increasingly been in the news.  The front edge of the generation, born in 1946, is turning 70 this year.  Many boomers have delayed retirement, but will still be facing required minimum distributions and other transitional decisions. […]

Retirement Resolutions: Part I 2016-11-05T00:30:59+00:00