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Can Bitcoin Be a Prudent Investment for Trusts?

Can Bitcoin Be a Prudent Investment for Trusts?

There has been increased interest from individual investors in Bitcoin and other cryptocurrencies. What about fiduciaries? Can trustees consider investing in Bitcoin or other cryptocurrencies — and should they? Originally published on Kiplinger.com August 10, 2021...

Can Bitcoin Be a Prudent Investment for Trusts?

There has been increased interest from individual investors in Bitcoin and other cryptocurrencies. What about fiduciaries? Can trustees consider investing in Bitcoin or other cryptocurrencies — and should they? Originally published on Kiplinger.com August 10, 2021...

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Family-friendly inheritance

Family-friendly inheritance

Control from the grave is nearly impossible to achieve (and rarely appreciated by the heirs). But influence and a legacy of family values is not only possible with careful and creative planning, but may be the most long-lasting gift you could leave behind.

Family-friendly inheritance

Never Say Never

Investment Insights Mike Jones I have heard it said that if you live long enough you will see it all. While that may not be wholly true, there is an element of truth to it. If anyone had told me back in the high interest rate period of the 1980's that the world would...

Family-friendly inheritance

Confidence is a result, but courage is a choice

Originally published in the News Star and the Shreveport Times on Sunday, July 17, 2016. Question: I have a lot of big dreams for my business, but I end up getting scared out of them. On paper my plans make sense to me, but I keep worrying about all the “what ifs.”...

Family-friendly inheritance

Let’s Make the Tough Decisions

Money Matters (July 2016) By Chuck Dudley   NO BETTER TIME THAN TODAY Recently, I attended the Mass Mutual Leaders Conference. The agent of the year was a man named Steve Dark from Southern California. He made a very nice speech, and one thing he said struck home...

Family-friendly inheritance

Profiles in Success: Bhan Thai

For our latest Profiles in Success video we visited Bhan Thai in Memphis, TN. Owner Molly Smith was kind enough to talk with us about how she has succeeded in the restaurant business. You can visit Bhan Thai at 1324 Peabody Ave Memphis, TN 38104. You can also learn...

Family-friendly inheritance

Retirement Times: The High Price of Yield and Perceived Safety

The High Price of Yield and Perceived Safety Since the inception of markets there have been particular investments that garnered the attention of investors above all others. In the 1600s it was the tulip mania and at the turn of this century, tech stocks had...

Family-friendly inheritance

Investment Outlook July 2016: The World, the U.S. and the Markets

The World, the U.S. and the Markets Overview • The U.S. economy is in divergence from the economies of Europe and China. • Europe is growing more slowly than the U.S. and now faces the added stress of the British exit from the EU. • China continues to slow and is now...

Family-friendly inheritance

Why Freedom?

Originally published in the News Star and the Shreveport Times on Sunday, July 3, 2016. Question: What is the whole Brexit thing about? Answer: Some say economics. Others say identity. Still others freedom. Great Britain has been a part of the European Union (EU) 43...

Family-friendly inheritance

When will double digit interest rates return? Part 2

Investment Insights MIKE JONES Read Part 1 Last month I quoted the following from Ed Easterling at Crestmont Research: So, from 2016, what length of time is needed to assure that you will receive the historical long-term average return of 10.1%? NEVER - investors from...

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