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!

Video: The Power of Markets

This video explains how security prices are set—and change—based on the collective knowledge of buyers and sellers. Armed with this information, investors can be more confident about the power of the financial markets. WATCH ON DFA: CLICK HERE 

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Family Meeting Guidelines

It’s critical to set expectations, boundaries, and guidelines for behavior during family meetings. Use this example to create some guidelines that work for your family and cultivate a safe and supportive environment for every generation to thrive. Click to open: Family Meetings Guiding Principles

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