Seven Excuses for Not Having a Will
By Cass Grange, Senior Advisor Associate and Director of Business DevelopmentOut of all the discussions I have with clients, the question: “Do you have a will?” brings up the most angst and the most excuses.I am [...]
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 [...]
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, [...]
Making an Impact with Charitable Funds – A Client Story
By Megan Poore and her clients, Matt & Stevi At Lucien, Stirling & Gray, we’ve always believed that personal wealth is comprised of so much more than just your money and investments. We’ve talked about [...]
Not Your “Typical” Millennial
By Chris Vasquez “We thought if we lived like students for one more year, we could then go forward and have the life we wanted without the pressure of debt…” -Christin Vasquez My wife, [...]
Saying “No” in Order to Achieve Something Better
By Cass Grange Every so often, especially at various transition points, it is smart to look at the whole picture and ask: are we being courageous in our business decisions? Are we looking at [...]