by Erin Despot McMenemon, CFA® | May 7, 2024 | Blog
From time to time, we have clients that are interested in learning about private equity. Although these avenues don’t align with our investment strategy (for reasons we’ll discuss below), we acknowledge the curiosity and interest of clients and the...
by Erin Despot McMenemon, CFA® | Sep 6, 2023 | Blog
When you have children or grandchildren, your first thought is often, “How do I give them the world?” But the second may be, “How do I raise good, kind, generous people—the opposite of spoiled?” They can coexist, but what is the answer? I am...
by Erin Despot McMenemon, CFA® | May 23, 2023 | Blog
Everybody wants to teach their kids the most important and valuable things in life. Money management is an essential life skill that is important at all ages. Whether you are a child or well into your retirement, there are important money skills that you can develop...
by Erin Despot McMenemon, CFA® | Feb 7, 2023 | Blog
Let’s talk about money—it’s not just valuable, but it has a place for everyone in their daily lives. And on top of that—NOT having money discussions can be detrimental to your wealth. Money has historically been an off-limit topic for families, even to the point of...
by Erin Despot McMenemon, CFA® | Dec 6, 2022 | Blog
Barry Ritholtz, of The Big Picture investing blog, produced the graphic below, and we don’t think we could have created anything clearer. In Barry’s commentary, he outlines some of the things we as investors can spend a lot of time thinking or worrying about, but...
