Aug 28, 2019

President’s Message – 2nd Quarter 2019

By Thomas G. Twombly

For more than a century after Charles Darwin first introduced his theory of evolution, most scientists following in his footsteps mistakenly believed that evolution had always been a slow, steady process that occurred at the same barely noticeable […]

President’s Message – 2nd Quarter 2019
Jun 27, 2019

Money, Anxiety, and New Year’s Resolutions in June

By Megan Poore, Senior Advisor Associate

Does anyone feel rich anymore? We meet with clients all the time who are wealthy by many standards. But they often say they do not live extravagantly and should not be considered rich.

A big factor in this phenomenon is […]

Money, Anxiety, and New Year’s Resolutions in June
Apr 23, 2019

Why “Enough Money” Isn’t Enough

By Cass Grange, Senior Advisor Associate and Director of Business Development

Back in the old days, retirement wasn’t really a word, let alone an industry, or a lifestyle. You worked in agriculture and just gradually slowed down and then quit working and then you died. It […]

Why “Enough Money” Isn’t Enough
Mar 19, 2019

Reminiscing Reaps Reward

By Megan Poore, Senior Advisor Associate

Summer Cactus

One of the job hazards of having been a financial advisor for 16 years is that my boundaries about talking about money are not in line with the rest of society.  While I’m not that person who asks […]

Reminiscing Reaps Reward
Feb 7, 2019

You’re Not Getting Older, You’re Getting Better!

By Cass Grange, Senior Advisor Associate and Director of Business Development

With age comes opportunities! If you turn 50 any time during 2019 (even the last day of the year), you can now increase your 401(k) contribution to $25,000. You don’t have to wait until your […]
You’re Not Getting Older, You’re Getting Better!
Nov 14, 2018

Priceless Wealth

By Cass Grange, Senior Advisor Associate and Director of Business Development

During this Thanksgiving, talk to your family about your priceless wealth.  No, I am not talking about the money or investments. I’m talking about the stories and the history and the childhood memories that define the core of who you are.

Every person’s […]

Priceless Wealth
Sep 28, 2018

Seven Excuses for Not Having a Will

By Cass Grange, Senior Advisor Associate and Director of Business Development

Out of all the discussions I have with clients, the question:  “Do you have a will?” brings up the most angst and the most excuses.

  1. I am too young to have a will.  Take it from me, you are not as young as you […]
Seven Excuses for Not Having a Will
Aug 16, 2018

Which Wolf Are You Feeding?

By Thomas Twombly, President

Years ago, I heard a story. The original version is long lost to me now, so I apologize for not giving appropriate credit to the original author here, but its message captured my attention. Ever since, it has shaped my thoughts about the importance of principled leadership, a courageous […]

Which Wolf Are You Feeding?
Jul 20, 2018

Our Ultimate Resource

Over the years Lucien, Stirling & Gray has covered a wide variety of topics in our monthly enewsletter articles. Around the office you’ll often hear advisors say, “Didn’t we write about this once?” or, “I think we have a great article on that!” We thought it’d be great if we segmented our articles over the […]

Our Ultimate Resource