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 the broad perspective and doing what is best for clients and our team going forward?
In 2017, we celebrated our […]
By Cass Grange
When my kids were teens we visited the LBJ ranch. During the tour, the docent talked about the huge philosophical gulf that existed between young people and adults during the Vietnam War. Later, my kids asked me more questions about the so-called “generation gap” and I was surprised they didn’t […]
By Cass Grange
Some of the best money advice I’ve received was from a close friend after his 17-year marriage broke up. He said, “Don’t be cheap like me. Hire a babysitter. It is cheaper than a divorce.” Oh, the price of regret is so high. So how do we use money as […]
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 […]
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 […]
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, […]
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, […]
If you’ve been a regular reader, you know that we introduced the idea of “Defining Wealth” in our July newsletter. First, we discussed financial wealth. Then, last month, we explored this topic a little deeper in “Stewarding Social Wealth.” We conclude this series here […]
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 […]
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 […]