Points of Possibility

Welcome to Points of Possibility, our blog and resource library. Here you will find more than you ever wanted to know about wealth management, preparing heirs, financial concepts and creating your own Thriving Family. You can search by topic, media type, date, author, or keyword. Enjoy!

One simple (and unknown) trick that will increase your tax savings by more than 50% on your charitable contributions

By: Chris Hughes, CFP® Want to make a sizable donation to your favorite charity, or help a child out with a gift? Did you know that you could be missing out on significant tax savings when you gift using cash or checks?  We’re going to let you in on three great gifting strategies that are […]

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Our Mantra

Our Mantra If you’ve taken our past advice about ignoring the onslaught of breaking market news, you probably didn’t read Russell Investments’ recent “2017 Global Market Outlook Q4 Update.” We’re not prone to pore over these relatively unremarkable analyses ourselves, but we do scan a representative sampling of them as part of our due diligence. […]

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Investment Market Update: Q3 2017

Investment Market Update: Q3 2017 If you would have told us in June that after all of the headline-grabbing events over the last three months—failure to pass healthcare reform, hurricane after hurricane after hurricane, saber-rattling by the North Korean dictator (and POTUS) —that equity markets would have quietly marched higher, we would have told you, “You’re […]

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Lessons for the Next Crisis

September 2017 It will soon be the 10-year anniversary of when, in early October 2007, the S&P 500 Index hit what was its highest point before losing more than half its value over the next year and a half during the global financial crisis. Over the coming weeks and months, as other anniversaries of major […]

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