Giving Thanks


Warren Buffett has often cited what he calls “winning the ovarian lottery,” which he feels Americans win the day they are born in the US. In lengthier speeches on the same topic, he cites the many aspects of your life which are determined at birth: the political and economic system you are born into, your health, gender, skin color and your level of intelligence.

While our country is certainly not perfect, we are thankful for its many virtues and the opportunities it has provided to so many of us.

As we will soon celebrate Thanksgiving Day, we hope you appreciate the good fortune that so many of us have, simply by being born and able to live in the US.


We are truly thankful for our clients, who have placed their trust in our firm.

We are very thankful for the referrals that our clients and friends have made, as we have been able to assist their friends and relatives.

We are thankful for the clients who have requested our advice for matters beyond investing and financial planning, such as helping them with life transitions, estate and charitable planning, real estate transactions and the sale of businesses.

We are thankful that our clients understand the importance of focusing on their long-term goals, and not on short-term market swings, as this will provide them better long-term investment results.

We are thankful for our long-term business partners and relationships, which help us to be successful.

We are truly thankful and positive, and hope you are as well.

We wish all of you a very Happy Thanksgiving and hope you are able to share it with those who are most important to you.

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