WorthWhile - Summer 2021

Top Stories:

They oughta know
Many of us would much rather not talk about money, much less what we plan to do with ours once we pass away. Telling our heirs what we plan to leave them (or not) and why can sometimes be a contentious conversation, but studies show doing so over time can lead to greater understanding and even happiness.

An ounce of prevention
Ralph Waldo Emerson once said, “Health is the first wealth.” But the connection between the two lasts a lifetime, as each influences the other. Turns out an ounce of prevention is worth more than a pound of cure, and it can affect your ability to build and preserve wealth.

Keep calm and march on
Unprecedented. Difficult. Weird. Uncertain. Challenging. We’ve heard these words ad nauseam to describe the ups and downs of the past year - in our personal and professional lives as well as the markets. What lessons can we learn as investors?