Jan 12, 2018

Financial Challenges of Divorce

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 […]

Financial Challenges of Divorce
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”?
Oct 10, 2015

The Wealth in Your Words

By Cass Grange

What is your story?

My home phone rang the other day. No one calls us anymore. They text. They email. They facebook. I heard the answering machine say, “ Cass, it is your Uncle Dint.” I put down my iPad and raced to answer. I didn’t even […]

The Wealth in Your Words
Oct 23, 2014

We’re So Rich. Why Don’t We Feel Like It?

By Megan Poore, Sr. 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 that it is human nature to compare our lives “up” and not […]

We’re So Rich. Why Don’t We Feel Like It?