select a year:
07/01/2019
Pipe
A COMMON SENSE GUIDE TO HEART HEALTH

It’s been said that a man with health has a thousand dreams, while a man with no health has but one. Don’t you owe it to yourself, your family, your career and your community to have not only a thousand dreams, but also the energy and engagement to make them happen? Few would argue that, […]

READ MORE
06/01/2019
Pipe
INSIGHTFUL QUESTIONS THAT CAN RAMP UP YOUR SUCCESS

Want to see some amazing results in your life? Ask questions and then listen well. We have discovered that a disproportionate number of the most successful people consistently and systematically use an approach known as insightful questioning to build rapport with other people in ways that generate much better outcomes. Here’s how they engage in […]

READ MORE
05/09/2019
Pipe
MARKET AND ECONOMIES 2019 SECOND QUARTER REVIEW AND OUTLOOK

Entering 2019 we expected both global growth and corporate profit growth to slow moderately in 2019, but we did not forecast a recession. Uncertainty around monetary policy, interest rates, trade, and inflation highlighted the need for diversification in portfolios, but we believed equity markets to be undervalued and positive fundamentals to be overlooked. Equity markets […]

READ MORE
05/01/2019
Pipe
SMART WAYS TO TAKE CONTROL OF A TRUST

Many successful families use trusts to minimize taxes, transfer wealth and protect assets from creditors and others. You may have already set up a trust, or you may hold an inheritance you received in a trust that was created decades ago. Trouble is, too many families relinquish more control over their trusts than they need […]

READ MORE
04/01/2019
Pipe
WHAT TO DO WHEN YOUR DOCTOR HAS BAD NEWS

It’s what no one ever wants to hear: “The test results have come back positive.” And yet it’s quite likely that you, a loved one or both will one day be given a serious health diagnosis that throws your world into uncertainty, confusion and fear. That means you have two choices: 1. Wish and hope […]

READ MORE
03/01/2019
Pipe
IT’S TIME TO GET SERIOUS ABOUT YOUR HAPPINESS

There’s a great quote by Jean-Paul Sartre: “We are our choices.” When it comes to our happiness and our overall success in life, that’s truer than you might have realized. Taking time to examine the choices you make in your life and work each day and over the long term to make sure they are […]

READ MORE
02/01/2019
Pipe
SAVVY NEGOTIATING: TO GET THE MOON, ASK FOR THE STARS

One key way to build serious wealth—whether in a business or your everyday life—is to effectively and consistently negotiate deals that are good for you and your bottom line. Ideally, everyone walks away from a negotiation feeling good about the outcome—a win-win scenario. But ultimately, to be successful you must achieve your minimum goals and […]

READ MORE
01/01/2019
Pipe
QUALIFIED OPPORTUNITY FUNDS: THE LATEST WAY TO DO WELL BY DOING GOOD

A new type of impact investment, Qualified Opportunity Funds, can help you build wealth, reduce capital gains tax, and improve communities. Impact investing—using wealth to create positive change in the world while also benefiting financially—has become increasingly popular, as the idea of “doing well by doing good” has gained traction among many investors. Now there’s […]

READ MORE
01/01/2019
Pipe
MARKETS AND ECONOMIES 2018 REVIEW & 2019 OUTLOOK

What can you expect in 2019? 2018 was a year of growth. We predict we’ll continue to see expansion in 2019. The United States economy is now in its tenth year of expansion. Although we do believe we are in the later stages of the business cycle, we have not seen signs suggesting this expansion […]

READ MORE
12/21/2018
Pipe
2018 YEAR-END MARKET INSIGHTS

Macro uncertainty – whether it is future Fed policy, trade negotiations, Brexit and the ever-present US political drama, is high and expected to be high for the foreseeable future. Long-time investors know markets hate uncertainty but with policy and trade agreements continuing to be “works in progress”, we expect higher volatility over the coming months. […]

READ MORE