
The Leaflet
Inheritance, financial planning, investing, and philanthropic news

Understanding Market Moves
Cut through the noise and understand the core issue that has markets on edge - expectations for the Federal Reserve and future interest rate hikes.
(4 minute video)

Tax Efficient Charitable Giving
Exploring easy ways to continue or increase your charitable giving while taking advantage of common tax benefits.
(5 minute read)

Preparedness
An unexpected hide-a-key experience leads to musings on the importance of preparation in life and financial planning.
(3 minute read)

Money and Partnership
Romantic relationships and money. Do I need to say more?
(3 minute read)

Looking into the Crystal Ball
It’s been a wild ride in markets this year. What might be coming next? Spoiler alert: no one really knows!
(3 minute read)

New Journey, New Mission
Reflections on my own journey to the realization that wealth creates an opportunity and obligation to give back.
(3 minute read)