Wisdom in Wealth

Strategies, Stories, and Lessons Learned Over the Course of 25 Years Helping Families Plan Their Financial Lives

New Year, Fresh Start

POSTED ON February 2nd - POSTED IN gifts, 401k, 2024, contributions

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.[…]

Why Do We Talk to Family About Money?

POSTED ON November 9th - POSTED IN Gold, Thinking About the Future, U.S. Dollar, CWA, gifts, Family and Money

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.[…]

4 Planning Opportunities in Cyclical Volatility

By William Beynon & John Walker -