1) The ability to prioritize goals and easily model strategies for reaching them. 2) Easily show the impact that decisions will have on your Family Office members financial picture. 3) Able to automatically monitor and track changes in your Family Office financial needs. 4) Able to easily gather relevant analytics to demonstrate your Family Office success. 5) Have established, repeatable processes for your Family Office planning. 6) The tools to easily create and update all of your Family Office members financial plans. Check out our new and improved website for more!

If I believe the media a recession is imminent because of a global trade war.  Ooops. Global Trade has never been better balanced and more free. Trade war not in effect is the truth. Our top 4 trading partners are in order – Mexico, Canada, China and Japan.   First, the current Administration put tariffs on goods from each of these countries and has since rescinded them as negotiated trade deals are now in place with three of the four. The total of these three countries combined swamp the size of our trade with China.    Fact 1. Yes, Smoot Hawley was