In our annual letter (which you can get by emailing [email protected] or [email protected]) We reveiw 2024 and our forecasts for 2025.  In addition, the main message of the letter is "We just might not be thinking big enough, which is surprising given our optomistic Roaring 2.0s and Intelligence Revolution Calls"

3rd Quarter 2022 update to investors

Our mid year update 2022 - a lot has happened and it is time for an update!

As the Federal Reserve talks about tapering back asset purchases and sets the stage for potential interest rate increases, Blake and Jarrett have a conversation on the potential impact that will have on equity investments.

In this episode we look at the annual forecasts from December of 2020 and update them.  In addition we look at the current environment and provide commentary from our longer term perspective.

Blake shares the 1st quarter commentary that clients received in April 2021

Going into 2021 we make our annual forecasts for the economy and financial markets - as well as some out of the box forecasts to stretch our thoughts of the future.

The end of the year is swiftly approaching.  What things should you consider before year end? In this episode we talk about many of the subjects that should be considered as you talk with your CPA and Wealth Planner.

In our second conversation we talk about what a family office is, what it does for the family it serves, and whether or not you really need one.  We talk about the idea of a co-ordinated family office as well.  From topics such as legacy planing, and family constitutions, to the nuts and bolts of practical uses of a family office and how it may be able to help in the treating of the Shirtsleeve to shirtsleeves in three generations cycle.