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 […]
By Shelby Holt, Client Services Specialist, with Chris Vasquez, Advisor Associate
Over the course of our years serving clients, it has been our honor to walk alongside people in some of the most difficult and complex situations they face, guiding them […]
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 […]
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 […]
By Megan Poore, Senior Advisor Associate
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 […]
By Cass Grange, Senior Advisor Associate and Director of Business Development
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 […]
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.
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 […]
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 […]