THE LEAFLET
Practical resources for inheritors
All the inheritance, financial planning, investing, and philanthropic news you need to know
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Weekly News Roundup
The World Series, Elon Musk buys Twitter, I-Bonds, inflation, a flashing recession indicator, and a big week in tech earnings. Plus, it's still raining!
(10 minute video)
Get more from your cash
Cash may not be king again (yet), but with interest rates continuing to rise it may be time to re-evaluate the best option for managing your liquid cash.
(5 minute read)
Weekly News Roundup
Liz Truss, mortgage rates, the Fed, market moves, Oregon's tight race for governor, and our new Roomba!
(10 minute video)
Navigating Sudden Wealth
CAULK - it’s not just for sealing! 5 tips for those dealing with an inheritance, lottery winnings, or other sudden money situations to help navigate new, and often turbulent, waters.
Your Giving, Your Way
Younger donors want to do things differently, but may not know how to get started. Read here for tips on how to start building your unique strategy and mission as a donor.
(4 minute read)
Understanding Market Moves
Cut through the noise and understand the core issue that has markets on edge - expectations for the Federal Reserve and future interest rate hikes.
(4 minute video)
Tax Efficient Charitable Giving
Exploring easy ways to continue or increase your charitable giving while taking advantage of common tax benefits.
(5 minute read)
Preparedness
An unexpected hide-a-key experience leads to musings on the importance of preparation in life and financial planning.
(3 minute read)
Money and Partnership
Romantic relationships and money. Do I need to say more?
(3 minute read)
Looking into the Crystal Ball
It’s been a wild ride in markets this year. What might be coming next? Spoiler alert: no one really knows!
(3 minute read)
New Journey, New Mission
Reflections on my own journey to the realization that wealth creates an opportunity and obligation to give back.
(3 minute read)