Articles


One of the great tragedies of wealth is that it can be short lived. Families can work very hard over many years to accumulate significant wealth, only to have it lost by subsequent generations. Believe it or not, about 70% of families lose their wealth by the second generation and… Read More »


Imagine being lost in the mountains without a map or a compass. What a scary thought, not knowing where you are, where you’re going, or how much energy it will take to find safety. Thankfully, most of us don’t put ourselves in those situations because of the potential dangers, and… Read More »


Unfortunately, the temperature outside is about the only thing that’s hot this summer. We know there’s not much heat coming from financial markets with the S&P 500 turning in its worst first half since 1970. That’s enough to make you want to find a swimming pool and leave it all… Read More »


We teach our children many things while they’re growing up. They learn about hard work, responsibility, and kindness. We take them to church, send them to school and sign them up for summer camp, dance, soccer and so much more. That’s what parents do. The art of giving is another… Read More »


OKLAHOMA CITY – What’s it like to start a business from scratch, be the chief executive of a large corporation or to turn an idea into an enterprise? Entrepreneurs are the marrow of the business world, and they are the subject of a new series of podcasts titled “At The… Read More »


We all make decisions every day and we don’t have all day to make them. Sometimes people make decisions without taking time to consider all the information that’s available, relying on instincts and experience to make the right choices.  In the high-stakes world of investing, information overload can be part… Read More »


What a difference a year makes. This time last year, markets were riding high, the economy was on a roll and people seemed confident as we worked our way out of the pandemic. Almost like a light switch, those sunny days of 2021 clouded over in 2022, with rising oil… Read More »