A Further Look: Beyond the Financial Press - Dark Days Lead to Clearer Skies
David Root, CFP® An age is called Dark not because the light fails to shine, but because people refuse to see it. - James A....
A Further Look – Trust Requires More Than Words
David Root, CFP® "Whoever is careless with the truth in small matters cannot be trusted with important matters." --Albert Einstein...
A Further Look: Why Inflation in 2022 Doesn’t Need to Be Like the 1970s
David Root, CFP® For those of us who grew up in the 1970s, inflation was a part of our childhood, just as the Covid-19 pandemic is likely...
A Further Look: The Multi-Generational Legacy of Mellon
David Root, CFP® The Mellon family, especially the business and philanthropic endeavors of Andrew William Mellon, has forever impacted...
A Further Look: How America’s Next Economic Powerhouse Comes of Age
David Root, CFP® Our research partner, Hedgeye Risk Management, employs a brilliant demographer, Neil Howe. Twenty-five years ago he...
A Further Look - Investing 2021: Respect the Complexity
David Root, CFP® While the debate rages whether today’s inflation will prove permanent or transitory, and whether the Delta Variant will...
A Further Look: How the ‘New Normal’ in Financial Advice is Even Better
Entering the COVID lockdown in March 2020, the prevailing question from clients was “Am I going to be OK?” As a firm, we needed to ask ourse
A Further Look: Who Will Take the Baton When Boomer Business Owners Retire?
David Root, CFP® Business owners of the Baby Boomer generation are arguably the most successful economic engine in the history of the...
A Further Look: The Tools and The Imagination
David Root, CFP® “You cannot tell from appearances how things will go. Sometimes imagination makes things out far worse than they are;...
A Further Look: The Machine: Making It Work for All of Us
David Root, CFP® Some are calling it the ‘Great Grand Re-opening’ and others a ‘violent re-opening’ due to the unprecedented shutdown of...