By William Beynon & John Walker - In my travels, I have yet to meet a person who wishes that their children and grandchildren do worse than they do in life. Universally, I think that all parents want to give their children the best[…]
By William Beynon & John Walker - One thing that I encourage everyone to do is think in a forward way as one-year yields to another. Whether 2023 was a banner or a bust for your family, we can all start fresh on a new calendar year.[…]
By William Beynon & John Walker - In the last two years, things seem to have only gotten more difficult when it comes to making choices about asset allocation. The S&P 500 (SPY) is essentially flat as we look back 2 years to date as[…]
By William Beynon & John Walker - One of the luckiest blessings in my life is that I am constantly surrounded by thoughtful people who have unique insights on life. I was recently asked to participate in the crafting of a financial[…]
By William Beynon & John Walker - In governance, the rule of the powerful one is called a Monarchy, and the rule of the powerful few is an Oligarchy. Over the course of this year, we have seen what may appear as the masquerade of the[…]
By William Beynon & John Walker - Back in 1974, the ERISA Act established the legal base for the IRAs we all know and love. Just 4 years later, the legislation that created the 401k was born. Since that time, most Americans have[…]
By William Beynon & John Walker - In Part 1 of this discussion, we looked at the tax nature of gifts. We reviewed various types of assets to give and their taxable repercussions. We defined a gift in taxable terms as giving dominion[…]
By William Beynon & John Walker - As we speed through tax season, I have been a part of several discussions centering on gifts. Many of the families we work with routinely give and I think there is a special part of human nature that[…]
By William Beynon & John Walker - As we all open a fresh calendar, many folks are looking at their resolutions and trying to lay out their plans for this year. Plans for travel, philanthropy and home renovation projects are high on[…]
By William Beynon & John Walker - I have had the pleasure of working with many colorful people and families. It would be impossible for me to ever give back as much as I have learned from the good folks I work with. Until very[…]