Dec 8, 2017

Can Seasonal Spending (and Saving) Bring Comfort and Joy?

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 […]

Can Seasonal Spending (and Saving) Bring Comfort and Joy?
Nov 16, 2017

Faith In the Future

By Thomas Twombly

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, […]

Faith In the Future
Oct 27, 2017

Before You Kick the Habit…

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, […]

Before You Kick the Habit…
Aug 11, 2017

Stewarding Social Wealth

By Thomas Twombly

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 […]

Stewarding Social Wealth
Jul 7, 2017

How Do You Define “Wealth”?

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 […]

How Do You Define “Wealth”?
Jun 9, 2017

Looking Forward

By Thomas Twombly, President

“We are made wise not by the recollection of our past, but by the responsibility for our future.”
-George Bernard Shaw

“The longer you can look back, the farther you can look forward.”
-Winston Churchill

In the short eighteen years between 1946 and 1964, almost 76 million people were born in the United […]

Looking Forward
Nov 11, 2016

Moving to Retirement – A Client’s Perspective

By Margaret Lewis

I am a consummate planner. Not only do I plan, I usually have multiple contingencies in order. My family and friends tease me about crossing the line between planning and paranoia. So when it came to my retirement I thought I had it licked.

I had developed a formal financial retirement plan with my […]

Moving to Retirement – A Client’s Perspective
Oct 14, 2016

See You at the Polls

By Cass Grange, Senior Advisor Associate

Nervous about the election?  You aren’t the only one.  We all are.  What can we do about it? Well, we can vote.  Then we can get on with our lives.  If it feels to you like it does to me that the four year election cycle comes around way too […]

See You at the Polls
Jun 10, 2016

Retirement Resolutions Pt. 2: Rethinking the Retirement Timeline

By Bleckley Dobbs, CFP®, RICP®

After the desk has been cleaned out and the party has been thrown, the last thing you want to do on the first day of retirement is wake up and think, “now what?”   Many people focus much attention on the date of retirement, but the years following that date do not have nearly […]

Retirement Resolutions Pt. 2: Rethinking the Retirement Timeline