You’re Not Getting Older, You’re Getting Better!
By Cass Grange, Senior Advisor Associate and Director of Business Development
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 […]
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.
- I am too young to have a will. Take it from me, you are not as young as you […]
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 […]
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 […]
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 it time and time again (click to read more about our philosophy around defining wealth, […]
Not Your “Typical” Millennial
“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, Christin, worked hard to pay off her $35,000 balance in law school student loans over the 13 months after […]
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 the broad perspective and doing what is best for clients and our team going forward?
In 2017, we celebrated our […]
The Sandwich Generation
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 […]
Money & Marriage – A Love Story
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 […]