Case Study: May I Ask You Your Age?

jacobtedCase Studies

Nancy is driven to succeed. Her fuel of choice is alcohol. She crashed and burned at age 40. 2 years later, she was working the AA program, met a fellow member Peter (1⁄2 her age), fell in love, married, and has stayed sober ever since. Now Susan is 80 and Peter is 60. Peter loves to take care of Nancy. And Nancy loves to be taken care of. It allows her to focus on her growing practice. Peter took care of the household. Until one day, Peter was involved in a terrible car accident and could no longer work. He …

Diversification is Important

jacobtedCase Studies

Would you bet your entire retirement on the performance of one company? We all wish we bought Microsoft when it went public. But we never hear about the failures to launch. Building and preserving wealth requires a disciplined, long-term approach to investing. Learn about our approach here.