Discovery Sessions You may have heard that we’re beginning to offer something called Discovery Sessions. What is a Discovery Session? Well, I’m glad you asked. It is a free 60-minute …
A Hospital Wing, a Library, and a Garden – A Living Legacy
My role at Fourth Dimension allows me to be a fortunate bystander to some high-level financial planning. I say, ‘fortunate’, because I’m afforded the opportunity to see and interact with …
Special Feature: Planning For Your IRAs
If you have at least $200,000 in your retirement accounts, it’s now more important than ever to make the right plans for your IRAs and to integrate these plans into …
A Return to Vietnam
Roland Southard and his wife, Celeste, were featured in our March 2014 Steward. Roland is currently back in Vietnam is support of his work with the D.O.V.E. Fund, a …
2014 Year in Review – Special Feature
2014 Review “It was the best of times, it was the worst of times….” The often-quoted opening line of Charles Dickens’s Magnum Opus, A Tale of Two Cities might be …
Global Thought – Special Feature
A Holiday Gift for Everyone This article is offered by one of our money managers, Global Financial Private Capital. It does such a nice job of cutting through the clutter …
Special Feature – Estate Planning
“Should I Do a Will or a Living Trust?” A lot of people ask me: “Which is better, a Will or a Living Trust?” The answer is my favorite “lawyer …
Port of Call Appreciation Event
S.S. Financial Freedom Port of Call During our most recent Port of Call appreciation event, guests set sail into the sunset aboard the S.S. Financial Freedom. Our evening at the …
Special Feature
A new Harvard Business Review piece, written by Robert C. Meron, the 1997 Nobel Prize winner in Economic Studies and Harvard University Professor Emeritus, is so important that I wanted …
Retirement Advisor Magazine Update
In a previous Steward issue, it was mentioned that I was asked to become a monthly magazine columnist, focusing on retirement planning concepts for a national audience of financial advisors. …
