We are proud to share the story of Gateway to Hope, a local charity that supports breast cancer patients by covering their medical costs during treatment. Our own Katie Trout co-chaired their 2015 KaleidoHope event along with our peer advisor, Tiya Lim (both pictured above). They celebrated many successes, including the organization’s 10th anniversary. Best of all, they have never turned a patient away. To learn more about their story, click here.

It was especially poignant for me and other members of my family to attend since we lost my mother to breast cancer this August. Thank you to all at Gateway to Hope and elsewhere who support breast cancer patients, survivors, and their families.

The New York Times published a report on the failure of active management in an article titled, “How Many Mutual Funds Routinely Rout the Market? Zero.” We’re not at all shocked to see their results.

Nobel laureate, Daniel Kahneman, voiced his sentiment on the same topic recently at a speech in New York, saying that he didn’t want any active management in his own investment portfolio. Interestingly, his audience at this particular conference was made up of active managers.

We often encourage our clients to share more than just facts and figures about their own estates with heirs. More importantly, you might consider preparing something like an Ethical Will. Check out this piece from The New York Times to explore in more detail.