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Friday, August 28, 2020

As most of you know, we welcomed our first child, Charlotte, to the family in July. At Maine General, we learned all about newborn care: feeding, diaper changing, swaddling… the tasks that have consumed most of my days lately!...

 

Tuesday, July 21, 2020

It was recently pointed out to me that in my 2018 article - “Who Gets the Family Camp?” I neglected to talk about Dynasty Trusts and the role they can play in preserving a family’s treasured places. That place could...

 

Wednesday, July 1, 2020

If you drove a car to Boston prior to the invention of the GPS (Global Positioning System) you can probably recount horror stories of missing turns, getting off the wrong exits, heading down one-way streets the wrong way, trying to...

 

Wednesday, June 3, 2020

It took me a while to come up with the title of this memo updating you about Golden Pond’s plans for partial reopening while maintaining distancing where it seems prudent. Maintaining a proper balance between stocks and bonds...

 

Monday, April 20, 2020

Over the last few weeks we have been updating you on market volatility, our outlook going forward, and portfolio adjustments. The goal has been to keep you informed on what is happening in the markets. Many, if not most of you, are...

 

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Wednesday, April 15, 2020

Last week I listened to a research call with one of the top portfolio managers at Capital Group, who has over 40 years of experience. He started the call by comparing the recent sharp downturn in the markets and economy to the...

 

Thursday, March 26, 2020

My message to you today will not be filled with boring graphs, charts and statistics about the financial markets, but instead with inspiring examples of people, companies and the government partnering together, to keep the American...