Features Wealth Management

Sixty-six million years ago, an asteroid the size of Manhattan struck Mexico’s Yucatan Peninsula. The impact blasted open a crater 110 miles wide, triggered a tsunami with 500-foot waves and shrouded the planet in dense clouds of acid rain. Within just a few centuries, apex predators like T-Rex and Velociraptor died out. Meanwhile, species of […]

It hits you the moment your eldest boards the bus for her first day of middle school. She’ll be off to college in seven years. By the time she’s your age, you and your wife will be eligible for social security. You’ve managed to scrimp and save here and there, but as that bus pulls […]

You know the story. A team of tech-savvy disruptors risks all to bring their vision to the masses. They’re in it now and for the long haul, be the destination bankruptcy or billion-dollar IPO. Only, plans change. Products evolve. People grow. New opportunities arise, and these entrepreneurs may be keen to take advantage. Secondary liquidity […]

Douglas M. Loudon’s quarterly report to clients and friends (available on the firm’s website), attests that in addition to being an accomplished investment manager, he’s also a wordsmith, one capable of putting the complexities of finance in lay terms. But the founder of the small, but thriving, firm that bears his name in the quaint […]