Reclaim Your Time
The “work first, life second” mantra guides too many of us these days. This report explores how your clients and prospective clients can reclaim their time and create a fulfilling life for themselves and their loved ones.
The Four Types of Financial Advisors
Which one should you work with? We find that, by and large, people seeking financial advice know to look for a financial advisor who has high levels of integrity and who wants to do what is in their clients’ best interest at all times. But it seems that fewer people […]
A Ray of Informed Perspective
The attachment illustrates why we do not panic when others do…a historic perspective and experience is in hand and what you can reasonably expect for the future performance has been studied before and is illustrated in this attachment. Standing by if I can be of any assistance.
A Note to Clients About Your Asset Management Process
The note below is what I shared today with a Client and want to share with you too… This is no doubt a uncomfortable situation. At 360 Family Office we have a investment philosophy aligned with Dimensional Fund Advisors. That philosophy is built by Nobel Prize winners as well as […]
Circuit Breakers and Dimensional’s Approach to Trading
Dimensional Funds never ceases to reach for excellence. This article illuminates that they are thinking ahead and that their execution of a global business model is in another element of the Dimensional advantage. Standing by if I can be of any assistance.
Combating Cabin Fever
Good Morning 360° Family Office Members and Friends and Happy Thursday! We hope everyone is happy and healthy! A friend sent me this note today and I really appreciated it and wanted to share it with you… We know that working from home and practicing social distancing may have its challenges. Luckily companies […]
Which Planning Process Is the Best Fit for You?
Planning for a successful future isn’t homogenous. It simply can’t be. The needs that you and your business have are likely to be different from every other owner and business out there. So, the question you might ask about planning for future success isn’t, “How should I do this?” Instead, […]
The 360 Family Office Philanthropy Process
Are you one of the few who would like to make a positive difference in the world but wonder how you can do it with real impact? Me too. I have volunteered to work with many many organization since I was around 11 years old. That summer the Special Olympics […]
The New Challenges of Estate Planning
The challenges of estate planning are being exacerbated by the growing phenomena of ‘gray divorce,’ or the breakup of marriages among couples who are over 50 years of age. Conflict among family members and other heirs already is the biggest stumbling block to successful estate planning and divorce among older […]
The most important thing I learned this week – the greatest economic threat facing the United States…
The greatest threat facing the United States is China’s rapid advance in trying to dominate the 5G market and control the next generation of internet, the “Industrial Internet.” 5 years ago China launched its “Made in China 2025” plan which has hundreds of billions of dollars in backing from the […]