Foundational Articles Foundational Articles on Finance Benefits of Separately Managed Accounts Responsibilities of an Executor Measuring Portfolio Performance - 2012 Measuring Portfolio Performance - 2014 Stores of Value Establishing a Trust - Part I Establishing a Trust - Part II Philanthropy, Benevolence and the IRS Preparing for the Rise in Interest Rates- Part I Preparing for the Rise in Interest Rates - Part II Donor Advised Funds vs. Private Foundations Exchange Funds and Concentrated Stock Positions Foundational Articles on Family Distributing Wealth to an Embattled Family The Downside of More Financially Assisting Parents Nobles and Knights Strangers in Paradise - Part I Strangers in Paradise - Part II Decanting your Estate Plan What Are You Investing In? What is Wealth For? Part I What is Wealth For? Part II What is Wealth For? Part III Have a Question? Name Email Phone Question Thank you! Oops!