December 19, 2019 in Articles & Newsletters | by Chris Pate

THIRD QUARTER 2019

In this day and age, the world does not lack for sensational headlines. Even in The Wall Street Journal or Financial Times, headlines in 2019 read like something out of the National Enquirer. Stories of salaciousness, intrigue and flat-out zaniness are a daily occurrence. Interesting recent... Read More

September 19, 2019 in Articles & Newsletters | by Chris Pate

SECOND QUARTER 2019

Every era brings certain trends and for the last quarter century society has been inundated with rankings and lists as the internet has grown and attention spans have shrunk. This fad first got legs at the end of the 1990s as people raced to quantify the unquantifiable “best of” everything from the... Read More

July 16, 2019 in Articles & Newsletters | by Chris Pate

The Rise and Decline of Japan's Economy: The World's Test Case Country

Understanding the economic dynamics of China or the socio-economic history of Detroit can be a fruitful exercise for determining what the future might hold, both in that region and globally. High-growth countries receive more press coverage than low-growth regions because a tremendous amount of... Read More

January 03, 2019 in Articles & Newsletters | by Scott Wood

High Net-Worth Individuals: Misplanned Opportunities in Financial Planning

Definition of misplan (Merriam-Webster Dictionary) transitive verb: to plan (something) poorly or improperly a misplanned meeting… misspent and misplanned their way into a huge deficit.In working with self-employed executives, there are common problems we see when they come to True North Advisors.... Read More

December 27, 2018 in Articles & Newsletters | by Scott Wood

Donor Advised Funds: A Solution to Gifting with Tax Benefits

During a season of giving, it is evident that the framework for donating funds to charities or organizations has changed.Our clients have organizations that they are passionate about, and plan to make yearly gifts to them. The tax deduction they received in the past was a bonus. Many charities felt... Read More
   

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