by Shelby Holt, Client Services Specialist
November 28, 2020
While 2020 has certainly been packed to the gills with challenges, there are several factors in play that set up exciting opportunities for the giver in each of us […]
by Megan Poore, Senior Advisor Associate & Bleckley Dobbs, Director of Financial Planning
September 26, 2020
Back to school looked much different this year than we are used to seeing, but of course that is […]
I identify as a “grim optimist.” I don’t recall when I first heard that term used, but it instantly struck me as a perfect descriptor for my general approach to life.
Readers of these missives know that one […]
By Anthony Guzman
July 31, 2020
It just doesn’t quite feel like summer this year. Maybe your plans got cancelled or, like me, you have kids running around the house while you’re trying to […]
By Cass Grange
June 27, 2020
In the first weeks of the shut down, I told my husband and friends that this is a good practice retirement. We are spending more time at home, alone […]
Like many people recently, I’ve spent some time thinking about what’s important as we grope our way through this unnerving new existence. I’ve wondered what lessons we might draw from […]
By Bleckley Dobbs, CFP®, RICP®
April 25, 2020
On March 27, President Trump signed the Coronavirus Aid, Relief, and Economic Security Act (“CARES” Act) into law. The more than $2 trillion package seeks to address […]
By Thomas G. Twombly
March 20, 2020
To all our precious clients and friends,
I am writing to you amid one of the most challenging environments any of us has experienced in a long, long time.
The […]
Some thoughts about current events, human behavior and the viral nature of panic.
I am not an infectious disease expert. I cannot speak with any authority on COVID 19, also known as […]
Happy New Year! All of us at Lucien, Stirling & Gray hope 2019 was generous to you in many, many ways, and that 2020 brings you health, prosperity and enough […]