By William Beynon & John Walker - Warren Buffett, the “Oracle of Omaha”, says “Gold gets dug out of the ground in Africa, or someplace. Then we melt it down, dig another hole, bury it again and pay people to stand around guarding it.[…]
William Beynon & John Walker
Recent Posts
By William Beynon & John Walker - The industry agrees that the best portfolios are diversified right? What does diversified mean to you? For most, it means a portfolio of securities like stocks and bonds. In an effort to mitigate[…]
POSTED ON
August 31st
- POSTED IN
Grantor Retained Annuity Trust,
beneficiary,
trustee,
trust
By William Beynon & John Walker - Recently John was in a financial planning session with a family where he recommended some trust and estate work. John laughed with his clients when they said, "if we trust our family why do we need a[…]
POSTED ON
July 22nd
- POSTED IN
Cycles,
GRAT,
tax loss harvesting,
CWA,
gifts,
Roth IRA,
Grantor Retained Annuity Trust
POSTED ON
June 23rd
- POSTED IN
estate planning,
John Walker,
probate,
end of life
By William Beynon & John Walker - In our last article, Incapacity, John Walker shared his personal experience of his parents needing to procure legal documents. The truth is, no matter your background or experience, it can feel[…]
POSTED ON
May 10th
- POSTED IN
estate planning,
incapacity,
John Walker
By William Beynon & John Walker - As our company has grown over the years, we have added wonderful members to our CWA Family. Our advisors and operation team members work hard to provide exceptional service to our clients.