Insights

LETTER
FROM
OUR CIO

Monthly Brandon sits down to write his clients a letter delivered right to their mailbox—yes, actual USPS mail! Please see digital copy below. Brandon covers a variety of topics like managing market anxiety, going back to school, next-gen financial advice, and updates on the market.

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The Four Pillars of Conscious Wealth

February 28, 2025

I’m excited to share an update about our newsletter and the evolution of how we think about wealth. For years, we’ve been challenging the conventional view that wealth is solely about finances. Conscious wealth extends beyond numbers—it’s about how we live, the choices we make, and the impact we create. That’s why we’re reshaping our newsletter to reflect a more holistic perspective.

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Back to School

September 17, 2024

I was on the phone with my college-aged niece the other day, and she said the funniest thing: “Uncle Brandon, I went to the Luke Combs concert the other day. And let me tell you, he sounds as good in person as he does on my phone.” For a moment, I thought she was friends with Luke Combs, and my next thought was how I was going to make him a client. It took me a second to realize that for her Luke Combs had been an abstraction until she saw him in person.

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Risk and Reward

April 12, 2024

My first job out of college was working on cruise ships. Not quite Julie of The Love Boat, I explored the Caribbean, Alaska, and Europe as a Youth Activities Director. It was by far one of the most adventurous and exciting times of my life. One day when we pulled into St. Maarten, there was a Royal Caribbean ship that had run aground dangerously close to nude bathers. At first glance, I could not figure out how a captain could be so incompetent or reckless to run ashore in such a fashion, but the story was much deeper than that.

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THOUGHT
LEADERSHIP

We bring to our clients thought leadership around ways to envision a more expansive view of wealth. You can expect guidance in themes around abundance, purpose, impact and unity aiming to empower others to envision a richer, more meaningful approach to wealth.

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How a Changing Dollar Reshapes Business Strategy

June 11, 2025

“The end of the Bretton Woods era in the 1970s fundamentally changed the conduct of monetary policy, as policymakers had to understand the effects of potentially more volatile movements of the U.S. dollar on American families and businesses.” - Jerome Powell, Chair of the Federal Reserve

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Getting into the Right College: This isn't the 1990's Admission Process

September 21, 2024

Remember when you applied to college? Maybe you took out your word processor and pulled together a handful of applications (there may have been some white-out involved), wrote an essay or two, and sent them off with a wing and a prayer. Then you got your acceptance letters (in the mail) and that was that. Fast forward to today - the college admissions landscape is completely unrecognizable to those of us who applied to college in the days before laptops and iPhones. Understanding the changes and what they mean to students (and you) can help families navigate the process successfully, and minimize everyone’s stress along the way.

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Staying Grounded in Uncertain Times

October 22, 2024

I am pretty sure I’m not the only one who finds it overwhelming to navigate the uncertainty in the world today. Whether it’s natural disasters, political polarization, global tensions, or issues closer to home like the health and well-being of loved ones, there is much happening in the world that contributes to a sense of uncertainty.

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Conscious Wealth Insights

The Shifting Dollar

The Shifting Dollar

MARKET
UPDATES

Meet our Newest Conscious Wealth Associate

Meet our Newest Conscious Wealth Associate

Managing Market Anxiety

Managing Market Anxiety

Back to Bond School!

Back to Bond School!

Meet our Newest Conscious Wealth Associate

Meet our Newest Conscious Wealth Associate

Living

Investing

Contact

Subscribe

Conscious Wealth Insights

The Shifting Dollar

The Shifting Dollar

MARKET UPDATES

Meet our Newest Conscious Wealth Associate

Meet our Newest Conscious Wealth Associate

Managing Market Anxiety

Managing Market Anxiety

Back to Bond School!

Back to Bond School!

Meet our Newest Conscious Wealth Associate

Meet our Newest Conscious Wealth Associate

Living

Investing

Contact

Subscribe

MARKET
UPDATES