The same time horizon advantage families have as operators, is also in place for the family’s investment activities.
David’s Articles
David has been writing and publishing since 2006.
“What’s Left After a Family Business is Sold?”
“Without the company, the family’s perception of itself and its purpose can change, and it is often something that members are not prepared for. Their focus was on running the business and then on the sale; little thought went into what comes next.”
End of the Market Cycle and the Path of Prudence
January 2019 Presentation called “End of the Market Cycle and the Path of Prudence”
My Favorite Signs of a Near Market Peak
So maybe the market has not peaked yet, but these are indicators I have seen across market cycles that seem to correlate well with the peak. I've tried to append new articles / headlines relevant to each. Tallest building in the world is under construction -...
The Emerging Wealthy Part 2 — Handling the Early Liquidity Event
Many millennial entrepreneurs many find themselves with unexpected liquidity following the closing of a large deal or sale of the company. How to handle this new wealth requires serious consideration. In our last discussion of the Emerging Wealthy — we focused on what...
How to Think About Investing
In order to explain how we think about investing, as well as to help our clients better understand their own investments, we are beginning a series of short posts about how best to think about investing. This is of great importance, as the data is quite conclusive...
Giving Beyond the Holidays – How Much Should I Leave to My Kids and Grandkids?
How much is too much? As parents and grandparents, this is one of the seminal questions we must all answer.
The Emerging Wealthy — Millennials are Growing Up
The oldest Millennials are hitting an inflection point — what should they be thinking about as they begin to grow their wealth, make partner, and get promoted? They say that if you hear something once, it is an interesting anecdote. If you hear it twice, it could be a...
Beating the Market or Winning the Loser’s Game?
As we come into the end of 2015, volatility is back in the equity markets and near-panic conditions exist in some parts of the high yield market. Active managers are likely to under-perform again this year. With this confluence of factors, it seemed...
The Nashville Real Estate Market in 1 Chart
Like many others, I have been wrestling with the massive growth in the Nashville real estate market. The Nashville Business Journal's Crane Watch is tracking 123 major development projects alone. This of course does not count the massive amount of residential...
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