What will we do?

What will we do?

As long time readers know, I’m delighted every so often to hand over the newsletter reigns to my wonderful colleague Sarah Morkin, our Operations Director.  Sarah’s shared some of the wisdom she’s learned from her family over the years.  As you will read below,...
Who you gonna call?

Who you gonna call?

Year end is almost here, so this month’s newsletter is a testiment to the fall season.  Remember to get your charitable donations completed before year end (especially for gifts of securities!), and if you are turning 71 this year, you will also need to convert...
Retirement and “What if” Scenarios

Retirement and “What if” Scenarios

Image Credit:  Mike Lawrence   New Year’s Eve is my wife Bridget’s birthday, and with it, we always look forward to meeting with dear friends, and, if we are at home, enjoying an incredible Cantonese dinner from our all-time favourite restaurant here in London,...
What is it that you value?

What is it that you value?

One of the great unexpected and joyous moments of the last 90 or so days of isolation has been watching my youngest son Haydn develop into the exact same avid reader that I was at his age. As isolation dragged on, we became increasingly concerned that he would end up...
How History shows us we will be OK.

How History shows us we will be OK.

What a crazy month it has been… One of my strongest childhood memories is from 1984, the year I turned 10 years old. I had spent the weekend obsessively playing a video game on my brand-new Commodore 64 computer, in all of its 8-bit glory. I don’t remember what...